CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
+0.94%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$1.58B
AUM Growth
+$1.58B
(+0.38%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
36.88%
Holding
248
New
13
Increased
67
Reduced
51
Closed
7
Top Buys
| 1 |
Starbucks
SBUX
|
$4.58M |
| 2 |
Verizon
VZ
|
$3.75M |
| 3 |
Salesforce
CRM
|
$2.35M |
| 4 |
HEICO
HEI
|
$2.21M |
| 5 |
Aflac
AFL
|
$1.6M |
Top Sells
| 1 |
AT&T
T
|
$3.12M |
| 2 |
ProShares UltraShort S&P500
SDS
|
$2.81M |
| 3 |
WESCO International
WCC
|
$2.05M |
| 4 |
PayPal
PYPL
|
$1.95M |
| 5 |
CERN
Cerner Corp
CERN
|
$794K |
Sector Composition
| 1 | Industrials | 16.37% |
| 2 | Technology | 16.29% |
| 3 | Financials | 15.99% |
| 4 | Consumer Staples | 10.19% |
| 5 | Healthcare | 8.32% |
