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
$1.54B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
ORCL icon
Oracle
ORCL
+$482K

Top Sells

1
+$455K
2
+$424K
3
+$423K
4
FIS icon
Fidelity National Information Services
FIS
+$282K
5
MSFT icon
Microsoft
MSFT
+$277K

Sector Composition

1 Technology 17.34%
2 Financials 16.06%
3 Industrials 15.37%
4 Consumer Staples 10.01%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$529K 0.03%
35,230
-7,975
152
$528K 0.03%
24,400
153
$528K 0.03%
1,214
154
$527K 0.03%
3,456
155
$526K 0.03%
4,860
156
$523K 0.03%
350
157
$507K 0.03%
15,282
158
$503K 0.03%
2,891
159
$494K 0.03%
3,837
160
$493K 0.03%
1,900
161
$478K 0.03%
3,428
-20
162
$463K 0.03%
2,875
163
$456K 0.03%
3,679
164
$446K 0.03%
4,314
-34
165
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1,004
166
$440K 0.03%
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-500
167
$436K 0.03%
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168
$432K 0.03%
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169
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170
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171
$409K 0.03%
5,465
172
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3,690
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173
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3,489
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174
$395K 0.03%
6,652
-1,205
175
$387K 0.03%
2,213
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7
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