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
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.02M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.58M
5
HD icon
Home Depot
HD
+$1.39M

Top Sells

1
+$749K
2
+$667K
3
+$533K
4
META icon
Meta Platforms (Facebook)
META
+$436K
5
TR icon
Tootsie Roll Industries
TR
+$408K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$901K 0.07%
13,763
-25
127
$890K 0.07%
5,238
-27
128
$832K 0.06%
13,018
-84
129
$810K 0.06%
2,924
130
$789K 0.06%
5,610
-68
131
$781K 0.06%
5,200
132
$771K 0.06%
9,105
133
$734K 0.05%
4,659
134
$732K 0.05%
54,840
+1,880
135
$730K 0.05%
17,812
-50
136
$716K 0.05%
1,998
137
$687K 0.05%
3,031
138
$668K 0.05%
3,677
139
$636K 0.05%
8,850
140
$631K 0.05%
4,590
-158
141
$620K 0.05%
1,005
-5
142
$603K 0.04%
3,169
143
$600K 0.04%
7,475
-100
144
$591K 0.04%
7,786
145
$587K 0.04%
2,476
146
$579K 0.04%
4,990
147
$571K 0.04%
2,305
148
$570K 0.04%
5,235
149
$565K 0.04%
8,547
150
$556K 0.04%
18,220
-1,120
4 5
6
7 8