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
$1.47B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$907K
3
+$799K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$576K
5
BAC icon
Bank of America
BAC
+$412K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$751K
5
CRM icon
Salesforce
CRM
+$541K

Sector Composition

1 Industrials 16.94%
2 Financials 15.54%
3 Technology 13.88%
4 Consumer Staples 10.52%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$747K 0.05%
5,015
+6
127
$746K 0.05%
5,092
128
$737K 0.05%
19,714
-50
129
$736K 0.05%
2,304
130
$728K 0.05%
15,600
131
$706K 0.05%
11,471
132
$689K 0.05%
18,095
133
$676K 0.05%
36,963
134
$661K 0.05%
11,244
-66
135
$660K 0.05%
5,249
136
$642K 0.04%
8,062
+20
137
$627K 0.04%
3,992
138
$622K 0.04%
20,492
139
$622K 0.04%
42,560
140
$602K 0.04%
2,891
141
$602K 0.04%
7,079
142
$591K 0.04%
2,464
143
$576K 0.04%
+12,525
144
$561K 0.04%
3,679
145
$552K 0.04%
2,170
-246
146
$546K 0.04%
8,435
+4,150
147
$546K 0.04%
8,895
148
$542K 0.04%
3,456
149
$529K 0.04%
2,654
-475
150
$528K 0.04%
2,824
4 5
6
7 8