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
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.75M
3
+$2.35M
4
HEI icon
HEICO Corp
HEI
+$2.21M
5
AFL icon
Aflac
AFL
+$1.6M

Top Sells

1
+$3.12M
2
+$2.05M
3
+$1.95M
4
CERN
Cerner Corp
CERN
+$794K
5
META icon
Meta Platforms (Facebook)
META
+$632K

Sector Composition

1 Industrials 16.37%
2 Technology 16.29%
3 Financials 15.99%
4 Consumer Staples 10.19%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$403K 0.03%
10,522
177
$402K 0.03%
8,912
178
$400K 0.03%
11,056
-4,112
179
$398K 0.03%
350
180
$395K 0.02%
2,139
181
$395K 0.02%
17,749
-1,000
182
$393K 0.02%
2,434
183
$392K 0.02%
20,748
-1,090
184
$391K 0.02%
3,055
+12
185
$389K 0.02%
3,656
186
$383K 0.02%
18,125
187
$381K 0.02%
1,052
188
$371K 0.02%
17,710
+1,400
189
$367K 0.02%
1,200
190
$366K 0.02%
5,235
191
$358K 0.02%
2,615
192
$351K 0.02%
1,254
193
$350K 0.02%
2,925
194
$346K 0.02%
7,590
195
$344K 0.02%
2,082
196
$344K 0.02%
1,767
197
$343K 0.02%
4,570
198
$343K 0.02%
616
199
$337K 0.02%
8,000
200
$335K 0.02%
1,711
6 7
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