CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+4.37%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$594M
AUM Growth
+$594M
(+7.2%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
29.79%
Holding
153
New
6
Increased
47
Reduced
44
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$1.99M |
| 2 |
Ford
F
|
$1.94M |
| 3 |
RTX Corp
RTX
|
$1.86M |
| 4 |
ConocoPhillips
COP
|
$1.34M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.29M |
Top Sells
| 1 |
Weyerhaeuser
WY
|
$421K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$274K |
| 3 |
Boeing
BA
|
$240K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$221K |
| 5 |
L3Harris
LHX
|
$217K |
Sector Composition
| 1 | Industrials | 19.3% |
| 2 | Healthcare | 11.32% |
| 3 | Energy | 10.78% |
| 4 | Consumer Staples | 9.61% |
| 5 | Financials | 7.82% |
