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
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.75M
3
+$2.35M
4
HEI icon
HEICO Corp
HEI
+$2.21M
5
AFL icon
Aflac
AFL
+$1.6M

Top Sells

1
+$3.12M
2
+$2.05M
3
+$1.95M
4
CERN
Cerner Corp
CERN
+$794K
5
META icon
Meta Platforms (Facebook)
META
+$632K

Sector Composition

1 Industrials 16.37%
2 Technology 16.29%
3 Financials 15.99%
4 Consumer Staples 10.19%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.78M 0.11%
22,400
102
$1.77M 0.11%
8,300
103
$1.72M 0.11%
11,243
+1,749
104
$1.63M 0.1%
24,800
105
$1.62M 0.1%
12,820
+2,900
106
$1.5M 0.09%
54,980
-600
107
$1.43M 0.09%
9,600
+2,125
108
$1.28M 0.08%
15,702
109
$1.28M 0.08%
2,812
-42
110
$1.25M 0.08%
5,645
-2,843
111
$1.24M 0.08%
5,797
+639
112
$1.2M 0.08%
4,819
113
$1.19M 0.07%
16,128
-90
114
$1.18M 0.07%
4,401
115
$1.18M 0.07%
2,604
+218
116
$1.14M 0.07%
1,491
117
$1.09M 0.07%
15,895
118
$1.09M 0.07%
56,270
-1,600
119
$1.08M 0.07%
5,084
120
$964K 0.06%
21,539
-600
121
$961K 0.06%
2,110
122
$959K 0.06%
37,291
123
$929K 0.06%
14,580
+427
124
$904K 0.06%
12,292
+273
125
$900K 0.06%
9,025
-80
3 4
5
6 7