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
$1.37B
AUM Growth
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1
+$2.33M
2
+$815K
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$357K 0.03%
8,912
177
$350K 0.03%
8,154
+154
178
$346K 0.03%
2,190
+51
179
$345K 0.03%
20,612
-136
180
$342K 0.02%
7,465
-125
181
$338K 0.02%
5,356
+2,447
182
$335K 0.02%
2,615
183
$333K 0.02%
17,749
184
$331K 0.02%
10,522
185
$328K 0.02%
4,285
186
$328K 0.02%
2,925
187
$320K 0.02%
4,590
188
$319K 0.02%
2,343
189
$318K 0.02%
17,710
190
$317K 0.02%
1,711
191
$305K 0.02%
2,218
192
$304K 0.02%
2,082
193
$301K 0.02%
1,225
194
$294K 0.02%
2,500
+66
195
$293K 0.02%
616
196
$289K 0.02%
1,767
197
$285K 0.02%
3,374
198
$284K 0.02%
4,250
199
$279K 0.02%
2,200
200
$277K 0.02%
18,125
6 7
8
9 10