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
$1.47B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$907K
3
+$799K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$576K
5
BAC icon
Bank of America
BAC
+$412K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$751K
5
CRM icon
Salesforce
CRM
+$541K

Sector Composition

1 Industrials 16.94%
2 Financials 15.54%
3 Technology 13.88%
4 Consumer Staples 10.52%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$377K 0.03%
20,826
177
$376K 0.03%
7,465
178
$358K 0.02%
2,182
179
$356K 0.02%
9,598
180
$353K 0.02%
5,207
181
$352K 0.02%
10,282
-240
182
$349K 0.02%
2,343
183
$343K 0.02%
2,174
184
$340K 0.02%
1,004
185
$332K 0.02%
8,763
-247
186
$330K 0.02%
8,254
+56
187
$328K 0.02%
2,925
188
$328K 0.02%
1,711
189
$327K 0.02%
17,710
190
$325K 0.02%
2,475
191
$323K 0.02%
1,767
192
$321K 0.02%
4,570
193
$310K 0.02%
1,204
194
$307K 0.02%
3,381
+7
195
$305K 0.02%
1,223
196
$302K 0.02%
2,331
197
$284K 0.02%
870
198
$283K 0.02%
2,512
199
$278K 0.02%
1,147
200
$277K 0.02%
1,650
6 7
8
9 10