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
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.02M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.58M
5
HD icon
Home Depot
HD
+$1.39M

Top Sells

1
+$749K
2
+$667K
3
+$533K
4
META icon
Meta Platforms (Facebook)
META
+$436K
5
TR icon
Tootsie Roll Industries
TR
+$408K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$550K 0.04%
6,300
-200
152
$542K 0.04%
3,920
153
$523K 0.04%
28,632
154
$521K 0.04%
37,934
155
$509K 0.04%
1,225
156
$502K 0.04%
2,476
157
$490K 0.04%
10,507
-42
158
$473K 0.03%
8,875
159
$470K 0.03%
3,430
-175
160
$462K 0.03%
3,080
161
$460K 0.03%
2,440
162
$447K 0.03%
5,980
-98
163
$445K 0.03%
5,465
164
$437K 0.03%
4,324
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165
$436K 0.03%
5,750
166
$432K 0.03%
8,784
167
$424K 0.03%
7,590
168
$417K 0.03%
3,229
-250
169
$415K 0.03%
18,831
170
$408K 0.03%
24,498
-5,625
171
$400K 0.03%
2,717
+7
172
$398K 0.03%
19,253
173
$397K 0.03%
3,674
174
$390K 0.03%
350
175
$386K 0.03%
18,125
5 6
7
8 9