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
$1.6B
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$2.62M
3
+$1.7M
4
WCC icon
WESCO International
WCC
+$1.45M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.83M
2
+$2.04M
3
+$1.71M
4
VZ icon
Verizon
VZ
+$534K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$501K

Sector Composition

1 Technology 17.91%
2 Industrials 15.56%
3 Financials 15.11%
4 Consumer Staples 10.06%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$290K 0.02%
3,577
-84
202
$288K 0.02%
16,720
-4,800
203
$287K 0.02%
995
204
$282K 0.02%
5,149
-84
205
$282K 0.02%
800
206
$281K 0.02%
1,147
207
$277K 0.02%
1,810
208
$272K 0.02%
16,066
-800
209
$271K 0.02%
8,154
-100
210
$269K 0.02%
3,992
211
$269K 0.02%
2,139
-35
212
$267K 0.02%
2,331
213
$266K 0.02%
5,090
+345
214
$261K 0.02%
1,816
215
$258K 0.02%
3,480
216
$254K 0.02%
9,423
-100
217
$251K 0.02%
755
-48
218
$250K 0.02%
1,000
219
$250K 0.02%
1,300
220
$247K 0.02%
4,250
221
$242K 0.02%
2,200
222
$239K 0.02%
700
223
$234K 0.01%
6,300
224
$233K 0.01%
3,534
225
$233K 0.01%
4,465
-3,000
6 7 8
9
10