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
$1.43B
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$387K 0.03%
11,796
-2,224
177
$383K 0.03%
616
178
$378K 0.03%
1,900
179
$374K 0.03%
5,750
180
$374K 0.03%
350
181
$369K 0.03%
1,254
-50
182
$365K 0.03%
21,838
-1,638
183
$364K 0.03%
18,125
184
$356K 0.02%
3,028
+14
185
$353K 0.02%
2,185
186
$351K 0.02%
4,570
+130
187
$349K 0.02%
2,082
188
$348K 0.02%
3,656
189
$345K 0.02%
4,285
190
$343K 0.02%
6,509
191
$333K 0.02%
4,944
192
$333K 0.02%
2,615
193
$332K 0.02%
1,767
194
$331K 0.02%
4,711
+158
195
$315K 0.02%
1,818
196
$307K 0.02%
4,401
197
$307K 0.02%
1,711
198
$306K 0.02%
900
199
$305K 0.02%
2,434
+70
200
$295K 0.02%
9,100
6 7
8
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