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
$1.47B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$907K
3
+$799K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$576K
5
BAC icon
Bank of America
BAC
+$412K

Top Sells

1
+$1.1M
2
+$1.03M
3
+$768K
4
PYPL icon
PayPal
PYPL
+$751K
5
CRM icon
Salesforce
CRM
+$541K

Sector Composition

1 Industrials 16.94%
2 Financials 15.54%
3 Technology 13.88%
4 Consumer Staples 10.52%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$270K 0.02%
3,534
202
$269K 0.02%
3,515
203
$266K 0.02%
5,644
204
$265K 0.02%
+1,475
205
$259K 0.02%
2,200
206
$259K 0.02%
3,480
207
$254K 0.02%
5,245
208
$253K 0.02%
14,716
-60,000
209
$250K 0.02%
803
210
$246K 0.02%
3,992
+176
211
$239K 0.02%
616
212
$239K 0.02%
3,204
213
$238K 0.02%
5,500
214
$233K 0.02%
1,450
215
$233K 0.02%
2,996
216
$233K 0.02%
1,810
217
$232K 0.02%
+700
218
$232K 0.02%
1,000
219
$231K 0.02%
800
220
$229K 0.02%
1,001
221
$225K 0.02%
+2,418
222
$224K 0.02%
+5,224
223
$224K 0.02%
+1,822
224
$221K 0.02%
4,250
225
$219K 0.01%
905
6 7 8
9
10