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
$709M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.98M
3
+$2.65M
4
MSFT icon
Microsoft
MSFT
+$2.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$944K

Top Sells

1
+$3.66M
2
+$1.48M
3
+$816K
4
WFC icon
Wells Fargo
WFC
+$593K
5
GLD icon
SPDR Gold Trust
GLD
+$486K

Sector Composition

1 Industrials 20.74%
2 Consumer Staples 10.68%
3 Financials 10.07%
4 Healthcare 9.8%
5 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.04%
7,204
+220
127
$242K 0.03%
3,708
+714
128
$235K 0.03%
3,402
+100
129
$215K 0.03%
2,921
+1
130
$204K 0.03%
+4,000
131
$202K 0.03%
+2,000
132
$202K 0.03%
+3,600
133
$197K 0.03%
10,900
134
$169K 0.02%
18,119
135
$151K 0.02%
2,400
-2,100
136
$126K 0.02%
2
137
$87K 0.01%
249,625
138
$85K 0.01%
3,350
139
$78K 0.01%
15,143
140
– –
0
141
– –
-12,132
142
– –
-60,900
2 3 4 5
6