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
$889M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.78M
3
+$1.64M
4
INTU icon
Intuit
INTU
+$1.04M
5
FDX icon
FedEx
FDX
+$941K

Top Sells

1
+$581K
2
+$417K
3
+$368K
4
WBA
Walgreens Boots Alliance
WBA
+$254K
5
CMI icon
Cummins
CMI
+$227K

Sector Composition

1 Industrials 22.67%
2 Financials 12.32%
3 Technology 9.18%
4 Consumer Staples 8.29%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K ﹤0.01%
15,143
177
– –
-1,400
178
– –
-2,610
179
– –
-4,968
180
– –
-3,700
181
– –
-1,262
182
– –
-4,975
183
– –
-2
184
– –
-2,000
4 5 6 7
8