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
$1.37B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.87M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.66M
5
MRK icon
Merck
MRK
+$1.37M

Top Sells

1
+$679K
2
+$626K
3
+$533K
4
TR icon
Tootsie Roll Industries
TR
+$408K
5
META icon
Meta Platforms (Facebook)
META
+$399K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$375K 0.03%
2,139
-200
177
$373K 0.03%
4,436
178
$361K 0.03%
4,285
179
$358K 0.03%
10,522
180
$354K 0.03%
3,001
+13
181
$346K 0.03%
1,304
182
$345K 0.03%
4,440
183
$334K 0.02%
1,767
184
$331K 0.02%
4,553
-193
185
$329K 0.02%
2,185
186
$328K 0.02%
6,400
187
$323K 0.02%
2,082
188
$313K 0.02%
1,900
189
$312K 0.02%
3,656
190
$311K 0.02%
975
-91
191
$310K 0.02%
8,000
192
$308K 0.02%
3,080
193
$306K 0.02%
900
194
$305K 0.02%
1,711
195
$305K 0.02%
2,615
196
$297K 0.02%
1,147
197
$296K 0.02%
5,644
198
$294K 0.02%
9,100
199
$293K 0.02%
2,585
200
$291K 0.02%
6,509
-225
6 7
8
9 10