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
$1.04B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.9M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$5.1M
5
MRK icon
Merck
MRK
+$4.7M

Top Sells

1
+$5.77M
2
+$3.98M
3
+$776K
4
CBRL icon
Cracker Barrel
CBRL
+$627K
5
RTN
Raytheon Company
RTN
+$626K

Sector Composition

1 Technology 16.27%
2 Industrials 16.24%
3 Financials 14.14%
4 Consumer Staples 10.87%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$653K 0.06%
1,500
+470
127
$650K 0.06%
19,084
-1,409
128
$650K 0.06%
+4,743
129
$647K 0.06%
+2,999
130
$635K 0.06%
7,823
+37
131
$619K 0.06%
1,137
+567
132
$607K 0.06%
+8,850
133
$596K 0.06%
14,611
+697
134
$584K 0.06%
2,500
135
$582K 0.06%
5,238
136
$567K 0.05%
22,990
-1,600
137
$567K 0.05%
5,350
-600
138
$557K 0.05%
1,998
139
$547K 0.05%
6,349
140
$518K 0.05%
6,700
-400
141
$505K 0.05%
17,067
+334
142
$503K 0.05%
19,874
+800
143
$491K 0.05%
+1,350
144
$456K 0.04%
+4,250
145
$449K 0.04%
+2,305
146
$448K 0.04%
6,228
+156
147
$442K 0.04%
4,990
148
$432K 0.04%
+8,547
149
$418K 0.04%
5,436
+35
150
$418K 0.04%
2,463
+714
4 5
6
7 8