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
$1.04B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.9M
3
+$6.18M
4
AAPL icon
Apple
AAPL
+$5.1M
5
MRK icon
Merck
MRK
+$4.7M

Top Sells

1
+$5.77M
2
+$3.98M
3
+$776K
4
CBRL icon
Cracker Barrel
CBRL
+$627K
5
RTN
Raytheon Company
RTN
+$626K

Sector Composition

1 Technology 16.27%
2 Industrials 16.24%
3 Financials 14.14%
4 Consumer Staples 10.87%
5 Healthcare 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$413K 0.04%
+4,280
152
$409K 0.04%
+33,619
153
$408K 0.04%
5,184
+11
154
$400K 0.04%
7,500
155
$399K 0.04%
+3,101
156
$389K 0.04%
21,392
+5,163
157
$385K 0.04%
+5,465
158
$358K 0.03%
7,799
+127
159
$355K 0.03%
8,875
-2,100
160
$350K 0.03%
+8,784
161
$348K 0.03%
+3,282
162
$343K 0.03%
3,920
163
$341K 0.03%
+18,125
164
$337K 0.03%
+8,140
165
$328K 0.03%
12,240
+436
166
$319K 0.03%
3,674
-325
167
$315K 0.03%
33,200
168
$314K 0.03%
+1,828
169
$314K 0.03%
2,684
+9
170
$311K 0.03%
8,000
171
$311K 0.03%
350
172
$308K 0.03%
3,355
+64
173
$306K 0.03%
2,044
174
$299K 0.03%
2,185
+156
175
$299K 0.03%
28,632
5 6
7
8 9