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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$895K 0.06%
23,210
127
$895K 0.06%
15,600
128
$858K 0.05%
4,266
129
$830K 0.05%
20,492
130
$803K 0.05%
15,075
131
$777K 0.05%
3,613
132
$771K 0.05%
5,200
-49
133
$760K 0.05%
10,634
-427
134
$760K 0.05%
8,410
135
$753K 0.05%
+15,336
136
$750K 0.05%
8,907
137
$748K 0.05%
2,464
138
$710K 0.04%
18,095
139
$699K 0.04%
8,241
-20
140
$689K 0.04%
43,205
-666
141
$662K 0.04%
3,603
+230
142
$661K 0.04%
2,930
143
$644K 0.04%
11,244
144
$639K 0.04%
2,420
145
$634K 0.04%
36,963
146
$611K 0.04%
7,157
-15
147
$607K 0.04%
5,572
148
$599K 0.04%
3,456
149
$588K 0.04%
4,860
150
$579K 0.04%
4,656
4 5
6
7 8