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
$1.58B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.05M
3
+$1.98M
4
HEI icon
HEICO Corp
HEI
+$1.64M
5
VMC icon
Vulcan Materials
VMC
+$1.59M

Top Sells

1
+$1.64M
2
+$551K
3
+$515K
4
DE icon
Deere & Co
DE
+$381K
5
DELL icon
Dell
DELL
+$343K

Sector Composition

1 Technology 17%
2 Financials 15.75%
3 Industrials 15.54%
4 Consumer Staples 10.3%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$419K 0.03%
1,052
-50
177
$414K 0.03%
5,750
178
$414K 0.03%
18,831
179
$414K 0.03%
+22,892
180
$411K 0.03%
10,522
181
$410K 0.03%
2,434
182
$409K 0.03%
18,749
183
$408K 0.03%
7,590
184
$405K 0.03%
3,656
185
$402K 0.03%
1,225
186
$401K 0.03%
2,785
187
$400K 0.03%
616
188
$398K 0.03%
4,570
189
$393K 0.02%
3,043
+15
190
$368K 0.02%
4,285
191
$368K 0.02%
2,615
192
$366K 0.02%
2,082
193
$361K 0.02%
900
194
$359K 0.02%
1,767
195
$355K 0.02%
350
196
$346K 0.02%
16,310
+3,000
197
$346K 0.02%
21,838
198
$342K 0.02%
1,711
199
$333K 0.02%
2,185
200
$333K 0.02%
1,650
6 7
8
9 10