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
$1.43B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.7M
3
+$994K
4
HD icon
Home Depot
HD
+$434K
5
OGN icon
Organon & Co
OGN
+$424K

Top Sells

1
+$1.1M
2
+$651K
3
+$607K
4
VMC icon
Vulcan Materials
VMC
+$607K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$481K

Sector Composition

1 Industrials 16.54%
2 Financials 16.35%
3 Technology 15.87%
4 Consumer Staples 9.42%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$537K 0.04%
6,300
152
$517K 0.04%
3,430
153
$515K 0.04%
8,784
154
$513K 0.04%
4,860
-130
155
$509K 0.04%
37,934
156
$504K 0.04%
2,440
157
$492K 0.03%
1,225
158
$491K 0.03%
5,235
159
$489K 0.03%
8,875
160
$475K 0.03%
3,080
161
$470K 0.03%
28,632
162
$463K 0.03%
10,433
-74
163
$454K 0.03%
18,831
164
$454K 0.03%
4,331
+7
165
$452K 0.03%
3,229
166
$444K 0.03%
7,590
167
$442K 0.03%
5,750
168
$437K 0.03%
5,465
169
$428K 0.03%
23,476
-1,022
170
$424K 0.03%
5,914
-66
171
$424K 0.03%
+14,020
172
$422K 0.03%
2,725
+8
173
$416K 0.03%
3,618
-56
174
$408K 0.03%
2,139
175
$402K 0.03%
350
5 6
7
8 9