CDH

Charles D. Hyman Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$868M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$1.49M
3
+$1.17M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$800K
5
PYPL icon
PayPal
PYPL
+$790K

Top Sells

1
+$1.19M
2
+$1.14M
3
+$441K
4
BA icon
Boeing
BA
+$416K
5
CBRL icon
Cracker Barrel
CBRL
+$398K

Sector Composition

1 Industrials 23.33%
2 Financials 12.53%
3 Technology 8.91%
4 Consumer Staples 8.82%
5 Healthcare 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K ﹤0.01%
15,143
177
$16K ﹤0.01%
2
178
– –
-650
179
– –
-1,800
180
– –
-1,844
4 5 6 7
8