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
$1.47B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$907K
3
+$799K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$576K
5
BAC icon
Bank of America
BAC
+$412K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$751K
5
CRM icon
Salesforce
CRM
+$541K

Sector Composition

1 Industrials 16.94%
2 Financials 15.54%
3 Technology 13.88%
4 Consumer Staples 10.52%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.09%
18,375
102
$1.26M 0.09%
9,600
103
$1.25M 0.09%
8,484
-100
104
$1.24M 0.08%
11,317
+1
105
$1.16M 0.08%
15,141
-600
106
$1.1M 0.08%
2,867
+55
107
$1.1M 0.08%
24,800
108
$1.08M 0.07%
4,417
109
$1.07M 0.07%
37,291
110
$1.06M 0.07%
1,492
+1
111
$1.02M 0.07%
5,845
+4
112
$1.01M 0.07%
21,400
-1,000
113
$1.01M 0.07%
56,170
-300
114
$996K 0.07%
2,604
115
$966K 0.07%
4,819
116
$892K 0.06%
2,792
117
$857K 0.06%
9,025
118
$845K 0.06%
17,613
119
$807K 0.06%
3,251
-300
120
$802K 0.05%
8,410
121
$799K 0.05%
+43,390
122
$793K 0.05%
11,561
123
$780K 0.05%
23,200
+6,400
124
$760K 0.05%
15,075
125
$749K 0.05%
2,225
3 4
5
6 7