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
$594M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.86M
3
+$1.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
CVX icon
Chevron
CVX
+$832K

Top Sells

1
+$421K
2
+$274K
3
+$240K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$221K
5
LHX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.04%
2,272
127
$234K 0.04%
+2,000
128
$234K 0.04%
5,268
129
$229K 0.04%
2,890
+101
130
$223K 0.04%
7,160
131
$221K 0.04%
4,600
132
$214K 0.04%
+3,714
133
$214K 0.04%
3,461
134
$207K 0.03%
+4,592
135
$147K 0.02%
16,619
136
– –
0
137
$113K 0.02%
14,500
138
$107K 0.02%
10,090
-206
139
$100K 0.02%
44,444
140
– –
-9,877
141
– –
-2,963
142
$0 ﹤0.01%
10,000
143
$0 ﹤0.01%
27,979
2 3 4 5
6