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
$1.54B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
ORCL icon
Oracle
ORCL
+$482K

Top Sells

1
+$455K
2
+$424K
3
+$423K
4
FIS icon
Fidelity National Information Services
FIS
+$282K
5
MSFT icon
Microsoft
MSFT
+$277K

Sector Composition

1 Technology 17.34%
2 Financials 16.06%
3 Industrials 15.37%
4 Consumer Staples 10.01%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.54M 0.1%
3,593
102
$1.5M 0.1%
69,951
-1,185
103
$1.5M 0.1%
9,600
104
$1.47M 0.1%
8,934
+66
105
$1.34M 0.09%
8,998
-50
106
$1.33M 0.09%
3,105
+87
107
$1.32M 0.09%
24,800
108
$1.24M 0.08%
11,166
+21
109
$1.21M 0.08%
4,417
110
$1.2M 0.08%
2,900
+8
111
$1.16M 0.08%
2,265
112
$1.16M 0.08%
17,613
113
$1.12M 0.07%
7,780
-320
114
$1.06M 0.07%
2,304
115
$1.05M 0.07%
15,916
-240
116
$1.03M 0.07%
4,819
117
$1.02M 0.07%
3,398
+10
118
$970K 0.06%
6,220
-24
119
$967K 0.06%
55,840
120
$942K 0.06%
20,492
121
$935K 0.06%
1,446
+3
122
$920K 0.06%
5,286
+10
123
$910K 0.06%
4,266
124
$859K 0.06%
8,354
-735
125
$834K 0.05%
15,600
3 4
5
6 7