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
$805M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.33M
3
+$2.32M
4
T icon
AT&T
T
+$1.35M
5
JPM icon
JPMorgan Chase
JPM
+$449K

Top Sells

1
+$2.11M
2
+$942K
3
+$672K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$653K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$609K

Sector Composition

1 Industrials 22.91%
2 Financials 10.72%
3 Consumer Staples 9.87%
4 Healthcare 9.37%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.04%
4,670
127
$270K 0.03%
3,510
128
$256K 0.03%
2,345
129
$255K 0.03%
4,203
-470
130
$254K 0.03%
1,488
131
$253K 0.03%
2,775
+10
132
$248K 0.03%
3,064
133
$247K 0.03%
2,950
134
$242K 0.03%
1,840
135
$242K 0.03%
2,705
136
$241K 0.03%
1,626
-150
137
$239K 0.03%
2,520
+8
138
$237K 0.03%
530
139
$236K 0.03%
7,013
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140
$236K 0.03%
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141
$235K 0.03%
1,400
142
$232K 0.03%
2,850
+337
143
$224K 0.03%
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144
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+3,800
145
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146
$219K 0.03%
972
147
$218K 0.03%
6,349
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148
$216K 0.03%
910
149
$216K 0.03%
4,166
+120
150
$214K 0.03%
+4,000
3 4 5
6
7