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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.67M 0.1%
7,514
-148
102
$1.62M 0.1%
8,400
103
$1.6M 0.1%
71,136
-935
104
$1.59M 0.1%
3,593
105
$1.58M 0.1%
9,048
106
$1.57M 0.1%
9,600
107
$1.45M 0.09%
+8,100
108
$1.44M 0.09%
24,800
109
$1.35M 0.08%
4,417
110
$1.34M 0.08%
3,018
+201
111
$1.33M 0.08%
11,145
+1
112
$1.28M 0.08%
2,892
113
$1.2M 0.08%
16,156
+415
114
$1.15M 0.07%
17,613
115
$1.12M 0.07%
6,244
-56
116
$1.11M 0.07%
2,265
117
$1.11M 0.07%
4,819
118
$1.03M 0.06%
9,089
119
$1.01M 0.06%
55,840
-45
120
$1M 0.06%
2,304
121
$997K 0.06%
1,443
122
$972K 0.06%
3,388
-104
123
$928K 0.06%
37,291
124
$913K 0.06%
21,400
125
$909K 0.06%
5,276
-6
3 4
5
6 7