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
$1.47B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$907K
3
+$799K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$576K
5
BAC icon
Bank of America
BAC
+$412K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$751K
5
CRM icon
Salesforce
CRM
+$541K

Sector Composition

1 Industrials 16.94%
2 Financials 15.54%
3 Technology 13.88%
4 Consumer Staples 10.52%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$526K 0.04%
4,656
152
$521K 0.04%
3,837
153
$518K 0.04%
28,632
154
$507K 0.03%
5,901
155
$506K 0.03%
4,260
-600
156
$496K 0.03%
7,944
-400
157
$495K 0.03%
350
158
$486K 0.03%
5,465
159
$484K 0.03%
3,055
+5
160
$474K 0.03%
4,379
+10
161
$467K 0.03%
3,448
162
$460K 0.03%
3,593
163
$458K 0.03%
5,235
164
$455K 0.03%
1,214
165
$454K 0.03%
18,831
166
$448K 0.03%
1,900
167
$448K 0.03%
5,381
168
$436K 0.03%
3,622
-1,121
169
$435K 0.03%
3,480
+239
170
$429K 0.03%
5,750
171
$429K 0.03%
37,934
172
$427K 0.03%
5,300
173
$408K 0.03%
6,646
-1,188
174
$393K 0.03%
2,588
-15
175
$379K 0.03%
2,936
-20
5 6
7
8 9