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
$1.3B
AUM Growth
-$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.39M
3
+$1.22M
4
PSX icon
Phillips 66
PSX
+$999K
5
AFL icon
Aflac
AFL
+$748K

Top Sells

1
+$664K
2
+$511K
3
+$481K
4
NOC icon
Northrop Grumman
NOC
+$438K
5
PYPL icon
PayPal
PYPL
+$424K

Sector Composition

1 Industrials 15.47%
2 Technology 15.08%
3 Financials 15.08%
4 Consumer Staples 10.78%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$465K 0.04%
3,837
+1,222
152
$457K 0.04%
28,632
153
$456K 0.04%
350
154
$453K 0.03%
2,464
155
$452K 0.03%
4,656
156
$449K 0.03%
8,344
-473
157
$448K 0.03%
18,831
158
$440K 0.03%
5,465
159
$421K 0.03%
2,956
+738
160
$419K 0.03%
3,050
161
$415K 0.03%
4,369
+8
162
$413K 0.03%
1,214
+14
163
$410K 0.03%
37,934
164
$402K 0.03%
3,448
+18
165
$393K 0.03%
5,207
-3
166
$387K 0.03%
5,381
+25
167
$384K 0.03%
5,750
168
$384K 0.03%
5,235
169
$382K 0.03%
3,593
170
$379K 0.03%
5,300
-300
171
$364K 0.03%
5,901
172
$361K 0.03%
3,241
+12
173
$352K 0.03%
2,603
+9
174
$347K 0.03%
20,826
+214
175
$337K 0.03%
4,477
5 6
7
8 9