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
$1.02B
AUM Growth
+$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.35M
3 +$747K
4
GM icon
General Motors
GM
+$700K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$648K

Top Sells

1 +$2.08M
2 +$820K
3 +$804K
4
MO icon
Altria Group
MO
+$652K
5
GE icon
GE Aerospace
GE
+$607K

Sector Composition

1 Industrials 19.22%
2 Financials 15.33%
3 Technology 12.64%
4 Consumer Staples 10.58%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$196K 0.02%
10,510
202
$181K 0.02%
16,500
203
$181K 0.02%
1,596
204
$22K ﹤0.01%
1,565
205
$17K ﹤0.01%
25,000
206
-320
207
-23,540
208
-100
209
-3,493