CDH

Charles D. Hyman Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$805M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.33M
3
+$2.32M
4
T icon
AT&T
T
+$1.35M
5
JPM icon
JPMorgan Chase
JPM
+$449K

Top Sells

1
+$2.11M
2
+$942K
3
+$672K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$653K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$609K

Sector Composition

1 Industrials 22.91%
2 Financials 10.72%
3 Consumer Staples 9.87%
4 Healthcare 9.37%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$596K 0.07%
4,975
102
$588K 0.07%
8,370
-125
103
$575K 0.07%
3,005
104
$544K 0.07%
11,180
105
$538K 0.07%
12,000
106
$526K 0.07%
6,350
107
$494K 0.06%
17,359
+3,455
108
$488K 0.06%
32,071
109
$467K 0.06%
21,554
-474
110
$466K 0.06%
2,496
+550
111
$456K 0.06%
4,200
112
$453K 0.06%
5,300
113
$450K 0.06%
12,272
+60
114
$448K 0.06%
17,186
+2,398
115
$428K 0.05%
2,900
116
$423K 0.05%
6,822
-200
117
$368K 0.05%
7,600
118
$367K 0.05%
8,792
119
$367K 0.05%
4,988
120
$356K 0.04%
4,455
121
$326K 0.04%
1,297
122
$310K 0.04%
2,950
123
$305K 0.04%
+12,000
124
$298K 0.04%
5,039
+89
125
$293K 0.04%
7,204
3 4
5
6 7