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
$1.37B
AUM Growth
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1
+$2.33M
2
+$815K
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.1%
10,247
102
$1.34M 0.1%
22,400
103
$1.33M 0.1%
15,702
104
$1.32M 0.1%
74,516
+64
105
$1.11M 0.08%
24,800
106
$1.08M 0.08%
5,897
+100
107
$1.07M 0.08%
2,812
108
$1.05M 0.08%
16,828
+700
109
$1M 0.07%
9,600
110
$982K 0.07%
2,604
111
$981K 0.07%
37,291
112
$949K 0.07%
4,819
113
$946K 0.07%
56,270
114
$908K 0.07%
1,491
115
$875K 0.06%
4,401
116
$870K 0.06%
5,059
+400
117
$866K 0.06%
9,025
118
$863K 0.06%
15,895
119
$862K 0.06%
5,343
-302
120
$810K 0.06%
2,213
+103
121
$800K 0.06%
8,410
-500
122
$789K 0.06%
15,600
123
$780K 0.06%
3,525
124
$778K 0.06%
15,075
+495
125
$766K 0.06%
20,214
-1,325
3 4
5
6 7