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
$871M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.06M
3
+$979K
4
JPM icon
JPMorgan Chase
JPM
+$942K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$751K

Top Sells

1
+$1.6M
2
+$567K
3
+$524K
4
MMM icon
3M
MMM
+$523K
5
SCHW.PRB.CL
The Charles Schwab Corporation
SCHW.PRB.CL
+$305K

Sector Composition

1 Industrials 23.08%
2 Financials 11.55%
3 Consumer Staples 9.67%
4 Healthcare 8.92%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$381K 0.04%
7,600
127
$367K 0.04%
2,950
128
$351K 0.04%
1,317
+20
129
$316K 0.04%
7,204
130
$311K 0.04%
7,692
-1,100
131
$305K 0.04%
+2,980
132
$302K 0.03%
4,670
133
$298K 0.03%
4,164
+1,100
134
$295K 0.03%
+1,500
135
$284K 0.03%
5,039
136
$283K 0.03%
2,705
137
$280K 0.03%
4,203
138
$276K 0.03%
1,626
139
$275K 0.03%
2,345
140
$272K 0.03%
530
141
$269K 0.03%
7,013
142
$268K 0.03%
2,623
+103
143
$267K 0.03%
2,829
+54
144
$264K 0.03%
3,510
145
$261K 0.03%
1,840
146
$253K 0.03%
2,950
147
$253K 0.03%
+6,645
148
$248K 0.03%
2,921
149
$247K 0.03%
1,400
150
$244K 0.03%
1,200
3 4 5
6
7