CDH

Charles D. Hyman Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.87M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.66M
5
MRK icon
Merck
MRK
+$1.37M

Top Sells

1
+$679K
2
+$626K
3
+$533K
4
TR icon
Tootsie Roll Industries
TR
+$408K
5
META icon
Meta Platforms (Facebook)
META
+$399K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.1%
22,400
102
$1.35M 0.1%
10,181
-170
103
$1.35M 0.1%
2,959
-11
104
$1.34M 0.1%
6,307
-187
105
$1.32M 0.1%
4,819
106
$1.31M 0.1%
8,300
-59
107
$1.29M 0.09%
16,993
108
$1.27M 0.09%
49,600
109
$1.23M 0.09%
15,662
110
$1.17M 0.09%
15,895
111
$1.15M 0.08%
9,920
112
$1.14M 0.08%
2,854
113
$1.11M 0.08%
1,476
+243
114
$1.11M 0.08%
4,541
115
$1.09M 0.08%
19,000
116
$1.04M 0.08%
60,045
-400
117
$1.04M 0.08%
2,618
+60
118
$1.02M 0.07%
5,159
119
$1M 0.07%
2,110
+91
120
$964K 0.07%
29,827
-1,955
121
$955K 0.07%
3,554
122
$949K 0.07%
4,250
123
$934K 0.07%
15,600
124
$915K 0.07%
38,426
-1,954
125
$907K 0.07%
4,542
3 4
5
6 7