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
$1.54B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$1.11M
5
ORCL icon
Oracle
ORCL
+$482K

Top Sells

1
+$455K
2
+$424K
3
+$423K
4
FIS icon
Fidelity National Information Services
FIS
+$282K
5
MSFT icon
Microsoft
MSFT
+$277K

Sector Composition

1 Technology 17.34%
2 Financials 16.06%
3 Industrials 15.37%
4 Consumer Staples 10.01%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$379K 0.02%
7,408
-3,836
177
$375K 0.02%
3,050
-5
178
$357K 0.02%
4,570
179
$357K 0.02%
3,503
+79
180
$345K 0.02%
17,710
181
$345K 0.02%
1,767
182
$344K 0.02%
616
183
$344K 0.02%
1,204
184
$340K 0.02%
1,450
185
$335K 0.02%
1,650
186
$334K 0.02%
1,826
187
$329K 0.02%
3,515
188
$325K 0.02%
37,934
189
$324K 0.02%
870
190
$323K 0.02%
3,577
191
$315K 0.02%
8,313
192
$310K 0.02%
2,925
193
$299K 0.02%
13,447
-3,096
194
$295K 0.02%
2,331
195
$290K 0.02%
1,739
-77
196
$284K 0.02%
2,319
197
$284K 0.02%
2,534
198
$278K 0.02%
800
199
$271K 0.02%
4,930
-228
200
$269K 0.02%
16,220
-500
6 7
8
9 10