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
$805M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.33M
3
+$2.32M
4
T icon
AT&T
T
+$1.35M
5
JPM icon
JPMorgan Chase
JPM
+$449K

Top Sells

1
+$2.11M
2
+$942K
3
+$672K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$653K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$609K

Sector Composition

1 Industrials 22.91%
2 Financials 10.72%
3 Consumer Staples 9.87%
4 Healthcare 9.37%
5 Technology 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.02%
2,610
152
$146K 0.02%
2,600
153
$124K 0.02%
18,119
154
$105K 0.01%
1,596
155
$95K 0.01%
3,350
156
$51K 0.01%
38,900
+7,000
157
$43K 0.01%
2
158
$19K ﹤0.01%
15,143
159
– –
-3,302
160
– –
-3,600
161
– –
-26,120
3 4 5 6
7