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
$1.3B
AUM Growth
-$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.39M
3
+$1.22M
4
PSX icon
Phillips 66
PSX
+$999K
5
AFL icon
Aflac
AFL
+$748K

Top Sells

1
+$664K
2
+$511K
3
+$481K
4
NOC icon
Northrop Grumman
NOC
+$438K
5
PYPL icon
PayPal
PYPL
+$424K

Sector Composition

1 Industrials 15.47%
2 Technology 15.08%
3 Financials 15.08%
4 Consumer Staples 10.78%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.02%
1,223
-2
202
$242K 0.02%
2,996
203
$239K 0.02%
1,650
204
$238K 0.02%
4,250
205
$237K 0.02%
1,450
206
$235K 0.02%
870
207
$233K 0.02%
1,611
208
$233K 0.02%
1,147
209
$233K 0.02%
616
210
$232K 0.02%
800
211
$232K 0.02%
+3,480
212
$230K 0.02%
5,245
213
$220K 0.02%
3,204
+32
214
$220K 0.02%
1,000
215
$219K 0.02%
4,590
216
$215K 0.02%
2,254
+35
217
$215K 0.02%
18,123
-2
218
$214K 0.02%
802
219
$212K 0.02%
1,961
220
$210K 0.02%
+15,020
221
$207K 0.02%
3,835
222
$206K 0.02%
3,100
223
$206K 0.02%
5,500
224
$204K 0.02%
3,107
225
$202K 0.02%
803
-1,000
6 7 8
9
10