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
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.02M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$1.58M
5
HD icon
Home Depot
HD
+$1.39M

Top Sells

1
+$749K
2
+$667K
3
+$533K
4
META icon
Meta Platforms (Facebook)
META
+$436K
5
TR icon
Tootsie Roll Industries
TR
+$408K

Sector Composition

1 Industrials 17.47%
2 Financials 15.74%
3 Technology 15.36%
4 Consumer Staples 9.56%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$289K 0.02%
2,925
202
$288K 0.02%
3,374
-35
203
$284K 0.02%
4,401
204
$280K 0.02%
4,944
-300
205
$277K 0.02%
3,534
206
$276K 0.02%
6,349
207
$276K 0.02%
14,650
208
$273K 0.02%
5,245
+145
209
$273K 0.02%
1,650
210
$251K 0.02%
2,364
211
$245K 0.02%
6,300
212
$244K 0.02%
1,048
-126
213
$244K 0.02%
870
-5
214
$237K 0.02%
3,432
215
$237K 0.02%
+2,100
216
$235K 0.02%
16,500
217
$235K 0.02%
1,990
-54
218
$234K 0.02%
1,200
-35
219
$234K 0.02%
+3,019
220
$234K 0.02%
1,850
221
$233K 0.02%
1,818
222
$230K 0.02%
+995
223
$227K 0.02%
4,195
-327
224
$214K 0.02%
+2,730
225
$210K 0.02%
1,042
6 7 8
9
10