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
$1.43B
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.93M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.48M

Top Sells

1
+$7.95M
2
+$1.17M
3
+$703K
4
XOM icon
Exxon Mobil
XOM
+$546K
5
ABT icon
Abbott
ABT
+$472K

Sector Composition

1 Financials 16.98%
2 Technology 16.38%
3 Industrials 15.64%
4 Consumer Staples 9.8%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$293K 0.02%
5,644
202
$287K 0.02%
2,785
+30
203
$287K 0.02%
2,682
204
$285K 0.02%
1,650
205
$282K 0.02%
8,000
206
$277K 0.02%
1,048
207
$276K 0.02%
5,245
208
$276K 0.02%
3,374
209
$271K 0.02%
13,310
+1,000
210
$266K 0.02%
2,737
211
$264K 0.02%
3,534
212
$260K 0.02%
6,049
-300
213
$258K 0.02%
2,925
214
$258K 0.02%
1,147
215
$255K 0.02%
870
216
$253K 0.02%
13,100
217
$247K 0.02%
16,500
218
$247K 0.02%
1,968
219
$246K 0.02%
2,200
-385
220
$243K 0.02%
1,200
221
$239K 0.02%
1,200
222
$235K 0.02%
4,195
223
$221K 0.02%
3,300
224
$220K 0.02%
1,064
225
$218K 0.02%
6,300
6 7 8
9
10