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
$1.43B
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$867K 0.06%
15,600
127
$852K 0.06%
13,266
+6
128
$843K 0.06%
12,406
129
$832K 0.06%
3,754
130
$827K 0.06%
2,899
+25
131
$802K 0.06%
1,998
132
$790K 0.06%
4,507
133
$745K 0.05%
12,944
134
$744K 0.05%
5,200
135
$739K 0.05%
9,105
136
$736K 0.05%
7,475
137
$731K 0.05%
1,005
138
$721K 0.05%
4,590
139
$711K 0.05%
3,625
140
$690K 0.05%
2,305
141
$634K 0.04%
5,210
142
$633K 0.04%
3,119
-50
143
$606K 0.04%
14,212
144
$604K 0.04%
2,741
+28
145
$603K 0.04%
18,095
146
$603K 0.04%
8,550
147
$594K 0.04%
2,476
148
$592K 0.04%
2,440
149
$585K 0.04%
3,920
150
$565K 0.04%
8,784
4 5
6
7 8