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
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$564K 0.04%
8,547
152
$562K 0.04%
4,860
153
$561K 0.04%
7,686
-100
154
$533K 0.04%
3,430
155
$521K 0.04%
3,080
156
$520K 0.04%
6,300
157
$505K 0.04%
37,934
158
$482K 0.03%
3,229
159
$461K 0.03%
1,225
160
$449K 0.03%
8,912
+37
161
$448K 0.03%
4,338
+7
162
$446K 0.03%
28,632
163
$443K 0.03%
5,465
164
$443K 0.03%
3,618
165
$439K 0.03%
10,433
166
$433K 0.03%
5,964
+50
167
$431K 0.03%
2,804
+79
168
$418K 0.03%
2,139
169
$412K 0.03%
7,590
170
$408K 0.03%
18,831
171
$403K 0.03%
5,235
172
$400K 0.03%
18,749
+2
173
$398K 0.03%
2,218
174
$395K 0.03%
10,522
175
$394K 0.03%
1,102
+127
5 6
7
8 9