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
$868M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.51M
3
+$1.14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$786K
5
PYPL icon
PayPal
PYPL
+$756K

Top Sells

1
+$1.13M
2
+$1.04M
3
+$468K
4
BA icon
Boeing
BA
+$403K
5
CBRL icon
Cracker Barrel
CBRL
+$382K

Sector Composition

1 Industrials 23.33%
2 Financials 12.53%
3 Technology 8.91%
4 Consumer Staples 8.82%
5 Healthcare 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$756K 0.09%
14,580
+2,200
102
$744K 0.09%
28,500
+1,000
103
$741K 0.09%
2,792
104
$706K 0.08%
2,805
+700
105
$700K 0.08%
4,379
+410
106
$672K 0.08%
9,800
+1,430
107
$654K 0.08%
24,800
108
$650K 0.07%
3,074
-1
109
$620K 0.07%
+4,050
110
$603K 0.07%
2,793
+297
111
$596K 0.07%
32,071
112
$581K 0.07%
4,975
113
$579K 0.07%
12,000
114
$563K 0.06%
2,989
+240
115
$528K 0.06%
12,932
+720
116
$498K 0.06%
2,900
117
$494K 0.06%
8,908
+1
118
$469K 0.05%
4,200
119
$464K 0.05%
6,350
120
$426K 0.05%
+6,320
121
$417K 0.05%
17,029
122
$415K 0.05%
20,204
123
$410K 0.05%
5,300
124
$402K 0.05%
+11,074
125
$402K 0.05%
6,822
3 4
5
6 7