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
$1.02B
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$747K
4
GM icon
General Motors
GM
+$700K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$648K

Top Sells

1
+$2.08M
2
+$820K
3
+$804K
4
MO icon
Altria Group
MO
+$652K
5
GE icon
GE Aerospace
GE
+$607K

Sector Composition

1 Industrials 19.22%
2 Financials 15.33%
3 Technology 12.64%
4 Consumer Staples 10.58%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$272K 0.03%
1,645
177
$272K 0.03%
9,100
178
$271K 0.03%
+921
179
$269K 0.03%
+2,233
180
$263K 0.03%
2,522
+72
181
$253K 0.02%
6,349
182
$251K 0.02%
5,075
+450
183
$250K 0.02%
768
+33
184
$244K 0.02%
4,160
-240
185
$241K 0.02%
2,228
+43
186
$240K 0.02%
5,644
187
$240K 0.02%
3,564
+24
188
$239K 0.02%
1,627
+27
189
$237K 0.02%
4,522
-18
190
$235K 0.02%
3,482
+50
191
$233K 0.02%
+4,347
192
$227K 0.02%
6,045
-650
193
$225K 0.02%
+1,245
194
$223K 0.02%
+969
195
$216K 0.02%
16,480
-14,528
196
$208K 0.02%
+1,165
197
$205K 0.02%
+6,875
198
$204K 0.02%
320
199
$203K 0.02%
+954
200
$201K 0.02%
7,730
-853
5 6 7
8
9