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
$868M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$4.59M
2 +$1.51M
3 +$1.14M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$786K
5
PYPL icon
PayPal
PYPL
+$756K

Top Sells

1 +$1.13M
2 +$1.04M
3 +$468K
4
BA icon
Boeing
BA
+$403K
5
CBRL icon
Cracker Barrel
CBRL
+$382K

Sector Composition

1 Industrials 23.33%
2 Financials 12.53%
3 Technology 8.91%
4 Consumer Staples 8.82%
5 Healthcare 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$249K 0.03%
+5,720
152
$244K 0.03%
3,364
-146
153
$241K 0.03%
1,626
154
$233K 0.03%
972
155
$231K 0.03%
+3,745
156
$231K 0.03%
4,000
157
$228K 0.03%
2,921
158
$227K 0.03%
1,400
159
$226K 0.03%
6,349
160
$220K 0.03%
+1,500
161
$219K 0.03%
3,150
-200
162
$212K 0.02%
1,262
163
$211K 0.02%
2,000
164
$209K 0.02%
+965
165
$209K 0.02%
2,610
166
$206K 0.02%
+4,968
167
$206K 0.02%
3,700
168
$201K 0.02%
1,200
169
$201K 0.02%
+4,400
170
$167K 0.02%
+10,510
171
$122K 0.01%
2,600
172
$90K 0.01%
3,350
173
$61K 0.01%
1,596
174
$59K 0.01%
38,500
-400
175
$55K 0.01%
17,372
-747