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
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1
+$2.33M
2
+$815K
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$753K 0.05%
36,963
+507
127
$707K 0.05%
5,009
-75
128
$700K 0.05%
2,305
129
$699K 0.05%
2,891
+300
130
$652K 0.05%
1,998
131
$643K 0.05%
11,561
-731
132
$636K 0.05%
41,980
-13,000
133
$623K 0.05%
18,095
134
$621K 0.05%
7,786
135
$612K 0.04%
11,310
-738
136
$596K 0.04%
2,416
-60
137
$595K 0.04%
5,200
138
$547K 0.04%
3,680
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139
$547K 0.04%
4,860
140
$547K 0.04%
3,129
+10
141
$534K 0.04%
16,800
-1,400
142
$531K 0.04%
6,975
143
$529K 0.04%
3,458
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144
$523K 0.04%
8,817
145
$522K 0.04%
9,471
+5,000
146
$519K 0.04%
5,600
147
$494K 0.04%
5,465
148
$494K 0.04%
3,920
149
$486K 0.04%
2,824
150
$481K 0.04%
12,130
+617
4 5
6
7 8