CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+4.03%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$632M
AUM Growth
+$632M
(+4.3%)
Cap. Flow
+$5.6M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
30.59%
Holding
149
New
4
Increased
55
Reduced
52
Closed
10
Top Buys
| 1 |
Apple
AAPL
|
$1.11M |
| 2 |
Boeing
BA
|
$915K |
| 3 |
Johnson & Johnson
JNJ
|
$789K |
| 4 |
Lockheed Martin
LMT
|
$689K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$687K |
Top Sells
| 1 |
IBM
IBM
|
$397K |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$392K |
| 3 |
Chevron
CVX
|
$291K |
| 4 |
SPDR Gold Trust
GLD
|
$286K |
| 5 |
Air Products & Chemicals
APD
|
$274K |
Sector Composition
| 1 | Industrials | 19.37% |
| 2 | Consumer Staples | 11.75% |
| 3 | Healthcare | 10.73% |
| 4 | Financials | 8.98% |
| 5 | Energy | 7.61% |
