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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$578K 0.04%
2,824
152
$566K 0.04%
2,891
153
$555K 0.03%
11,471
154
$543K 0.03%
5,235
155
$531K 0.03%
5,300
156
$528K 0.03%
20,031
157
$525K 0.03%
3,679
158
$519K 0.03%
1,214
159
$515K 0.03%
15,282
160
$509K 0.03%
3,448
161
$509K 0.03%
3,837
162
$507K 0.03%
24,400
-4,232
163
$488K 0.03%
2,875
164
$487K 0.03%
1,900
165
$486K 0.03%
3,685
+144
166
$486K 0.03%
350
167
$485K 0.03%
7,857
168
$484K 0.03%
3,493
-100
169
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16,543
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170
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171
$455K 0.03%
5,901
172
$451K 0.03%
3,055
173
$446K 0.03%
5,465
174
$443K 0.03%
8,895
175
$433K 0.03%
2,667
-89
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7
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