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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$431K 0.03%
2,213
177
$423K 0.03%
5,240
-510
178
$415K 0.03%
3,389
-91
179
$409K 0.03%
4,570
180
$397K 0.02%
1,204
181
$369K 0.02%
1,004
182
$363K 0.02%
1,767
183
$355K 0.02%
1,826
184
$346K 0.02%
616
185
$346K 0.02%
3,424
186
$340K 0.02%
2,925
187
$340K 0.02%
1,450
188
$333K 0.02%
17,710
189
$332K 0.02%
870
190
$329K 0.02%
8,313
-450
191
$323K 0.02%
3,204
192
$316K 0.02%
1,650
193
$311K 0.02%
2,534
194
$304K 0.02%
5,872
-774
195
$297K 0.02%
900
196
$296K 0.02%
1,223
197
$296K 0.02%
3,515
198
$294K 0.02%
2,319
199
$294K 0.02%
37,934
200
$292K 0.02%
5,158
-223
6 7
8
9 10