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
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1
+$2.33M
2
+$815K
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$480K 0.03%
20,492
152
$478K 0.03%
5,210
153
$477K 0.03%
8,547
154
$471K 0.03%
1,005
155
$469K 0.03%
4,477
156
$459K 0.03%
18,831
157
$453K 0.03%
1,900
158
$450K 0.03%
8,841
159
$444K 0.03%
4,361
+8
160
$436K 0.03%
350
161
$435K 0.03%
4,656
+1,000
162
$429K 0.03%
1,803
163
$416K 0.03%
3,430
164
$414K 0.03%
2,464
165
$408K 0.03%
3,593
-25
166
$402K 0.03%
5,750
167
$395K 0.03%
37,934
168
$394K 0.03%
28,632
169
$391K 0.03%
1,200
170
$390K 0.03%
3,050
-400
171
$383K 0.03%
3,229
+174
172
$378K 0.03%
9,778
-1,278
173
$372K 0.03%
2,594
-177
174
$365K 0.03%
5,901
+1,500
175
$358K 0.03%
5,235
5 6
7
8 9