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
$1.04B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.9M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$5.1M
5
MRK icon
Merck
MRK
+$4.7M

Top Sells

1
+$5.77M
2
+$3.98M
3
+$776K
4
CBRL icon
Cracker Barrel
CBRL
+$627K
5
RTN
Raytheon Company
RTN
+$626K

Sector Composition

1 Technology 16.27%
2 Industrials 16.24%
3 Financials 14.14%
4 Consumer Staples 10.87%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.1%
11,853
-167
102
$1.02M 0.1%
60,445
-645
103
$1.01M 0.1%
5,387
+2,895
104
$968K 0.09%
17,711
-171
105
$961K 0.09%
2,653
+1,885
106
$954K 0.09%
10,463
107
$932K 0.09%
4,670
108
$908K 0.09%
40,626
109
$884K 0.09%
2,854
+45
110
$859K 0.08%
+15,895
111
$858K 0.08%
26,975
-3,760
112
$796K 0.08%
14,974
+829
113
$792K 0.08%
+15,775
114
$776K 0.07%
8,000
-140
115
$775K 0.07%
24,800
116
$765K 0.07%
2,480
+1
117
$760K 0.07%
+5,668
118
$759K 0.07%
3,174
119
$756K 0.07%
12,245
120
$742K 0.07%
5,494
-349
121
$725K 0.07%
9,105
-210
122
$721K 0.07%
4,821
+19
123
$711K 0.07%
12,310
124
$667K 0.06%
5,560
+2,104
125
$655K 0.06%
4,700
3 4
5
6 7