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
$1.43B
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.68M 0.12%
10,004
102
$1.49M 0.1%
24,800
103
$1.44M 0.1%
8,300
104
$1.35M 0.09%
4,250
105
$1.35M 0.09%
4,819
106
$1.34M 0.09%
74,452
-400
107
$1.31M 0.09%
16,818
-75
108
$1.3M 0.09%
10,118
-164
109
$1.27M 0.09%
15,895
110
$1.25M 0.09%
1,491
+15
111
$1.23M 0.09%
2,854
112
$1.23M 0.09%
15,662
113
$1.22M 0.09%
22,400
114
$1.22M 0.09%
2,110
115
$1.2M 0.08%
9,920
116
$1.18M 0.08%
5,159
117
$1.16M 0.08%
4,401
-140
118
$1.15M 0.08%
55,500
-1,060
119
$1.15M 0.08%
24,339
-590
120
$1.02M 0.07%
2,386
+39
121
$1M 0.07%
19,000
122
$991K 0.07%
57,870
-175
123
$954K 0.07%
5,238
124
$904K 0.06%
4,659
125
$881K 0.06%
37,291
3 4
5
6 7