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
-$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$914K
3
+$415K
4
MSFT icon
Microsoft
MSFT
+$389K
5
AFL icon
Aflac
AFL
+$318K

Top Sells

1
+$2.33M
2
+$815K
3
+$703K
4
LLY icon
Eli Lilly
LLY
+$597K
5
AMZN icon
Amazon
AMZN
+$450K

Sector Composition

1 Industrials 15.56%
2 Technology 15.49%
3 Financials 14.82%
4 Consumer Staples 10.94%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$274K 0.02%
3,515
202
$273K 0.02%
3,534
203
$271K 0.02%
+1,611
204
$269K 0.02%
2,996
+1,000
205
$265K 0.02%
4,570
206
$259K 0.02%
+3,172
207
$257K 0.02%
2,185
208
$254K 0.02%
+2,300
209
$250K 0.02%
870
210
$249K 0.02%
+5,500
211
$246K 0.02%
3,835
212
$241K 0.02%
2,132
213
$240K 0.02%
1,204
-50
214
$237K 0.02%
5,245
215
$236K 0.02%
1,800
216
$229K 0.02%
9,100
217
$227K 0.02%
5,644
218
$225K 0.02%
802
-250
219
$225K 0.02%
+800
220
$222K 0.02%
1,147
221
$222K 0.02%
1,558
222
$218K 0.02%
1,450
223
$218K 0.02%
3,107
224
$217K 0.02%
3,100
-200
225
$217K 0.02%
1,961
6 7 8
9
10