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
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.75M
3
+$2.35M
4
HEI icon
HEICO Corp
HEI
+$2.21M
5
AFL icon
Aflac
AFL
+$1.6M

Top Sells

1
+$3.12M
2
+$2.05M
3
+$1.95M
4
CERN
Cerner Corp
CERN
+$794K
5
META icon
Meta Platforms (Facebook)
META
+$632K

Sector Composition

1 Industrials 16.37%
2 Technology 16.29%
3 Financials 15.99%
4 Consumer Staples 10.19%
5 Healthcare 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$297K 0.02%
3,835
-450
202
$296K 0.02%
3,374
203
$291K 0.02%
2,200
204
$288K 0.02%
3,534
205
$286K 0.02%
900
206
$285K 0.02%
2,185
207
$283K 0.02%
2,132
208
$283K 0.02%
21,566
-1,326
209
$282K 0.02%
+3,515
210
$281K 0.02%
5,245
211
$278K 0.02%
870
212
$272K 0.02%
9,100
213
$272K 0.02%
1,558
214
$271K 0.02%
+5,521
215
$268K 0.02%
1,961
216
$264K 0.02%
+4,471
217
$262K 0.02%
4,401
218
$253K 0.02%
6,049
219
$252K 0.02%
1,650
220
$248K 0.02%
5,644
221
$245K 0.02%
2,909
+504
222
$243K 0.02%
4,553
-158
223
$241K 0.02%
13,100
224
$238K 0.02%
+1,450
225
$238K 0.02%
1,800
6 7 8
9
10