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
$1.58B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.05M
3
+$1.98M
4
HEI icon
HEICO Corp
HEI
+$1.64M
5
VMC icon
Vulcan Materials
VMC
+$1.59M

Top Sells

1
+$1.64M
2
+$551K
3
+$515K
4
DE icon
Deere & Co
DE
+$381K
5
DELL icon
Dell
DELL
+$343K

Sector Composition

1 Technology 17%
2 Financials 15.75%
3 Industrials 15.54%
4 Consumer Staples 10.3%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$325K 0.02%
10,677
-1,119
202
$321K 0.02%
+2,132
203
$320K 0.02%
4,401
204
$316K 0.02%
1,048
205
$313K 0.02%
1,558
-260
206
$306K 0.02%
2,925
207
$301K 0.02%
870
208
$299K 0.02%
8,000
209
$299K 0.02%
9,100
210
$298K 0.02%
1,200
211
$297K 0.02%
5,245
212
$295K 0.02%
3,374
213
$288K 0.02%
2,682
214
$284K 0.02%
4,711
215
$283K 0.02%
3,534
216
$280K 0.02%
5,644
217
$277K 0.02%
6,049
218
$265K 0.02%
+1,961
219
$263K 0.02%
2,200
220
$255K 0.02%
13,100
221
$251K 0.02%
1,800
222
$250K 0.02%
1,147
223
$249K 0.02%
16,500
224
$249K 0.02%
2,537
-200
225
$240K 0.02%
3,300
6 7 8
9
10