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
$1.58B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.05M
3
+$1.98M
4
HEI icon
HEICO Corp
HEI
+$1.64M
5
VMC icon
Vulcan Materials
VMC
+$1.59M

Top Sells

1
+$1.64M
2
+$551K
3
+$515K
4
DE icon
Deere & Co
DE
+$381K
5
DELL icon
Dell
DELL
+$343K

Sector Composition

1 Technology 17%
2 Financials 15.75%
3 Industrials 15.54%
4 Consumer Staples 10.3%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.11%
9,494
-624
102
$1.74M 0.11%
7,712
-300
103
$1.64M 0.1%
6,471
104
$1.64M 0.1%
10,004
105
$1.64M 0.1%
55,580
+80
106
$1.6M 0.1%
8,300
107
$1.42M 0.09%
74,452
108
$1.39M 0.09%
9,920
109
$1.39M 0.09%
22,400
110
$1.36M 0.09%
1,491
111
$1.36M 0.09%
2,854
112
$1.36M 0.09%
4,819
113
$1.28M 0.08%
16,218
-600
114
$1.24M 0.08%
15,895
115
$1.23M 0.08%
15,702
+40
116
$1.2M 0.08%
2,110
117
$1.18M 0.07%
4,401
118
$1.18M 0.07%
5,084
-75
119
$1.16M 0.07%
22,139
-2,200
120
$1.14M 0.07%
4,659
121
$1.13M 0.07%
2,386
122
$1.11M 0.07%
5,158
-80
123
$1.09M 0.07%
15,600
124
$1.07M 0.07%
18,200
-800
125
$1.03M 0.07%
57,870
3 4
5
6 7