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
$594M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.86M
3
+$1.34M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
5
CVX icon
Chevron
CVX
+$832K

Top Sells

1
+$421K
2
+$274K
3
+$240K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$221K
5
LHX icon
L3Harris
LHX
+$217K

Sector Composition

1 Industrials 19.3%
2 Healthcare 11.32%
3 Energy 10.78%
4 Consumer Staples 9.61%
5 Financials 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.8M 4.68%
219,526
+10,220
2
$26.5M 4.46%
253,247
+6,626
3
$18.1M 3.05%
211,417
+15,610
4
$16.6M 2.8%
131,754
+5,960
5
$16.6M 2.79%
249,483
+3,522
6
$16.1M 2.72%
148,286
+6,818
7
$14M 2.36%
156,591
+3,078
8
$13.9M 2.34%
137,814
+421
9
$13.8M 2.33%
53,136
-850
10
$13.4M 2.26%
170,481
-649
11
$12.9M 2.18%
284,724
+4,575
12
$12.6M 2.12%
124,943
+715
13
$11.7M 1.97%
97,494
+598
14
$11.3M 1.91%
656,291
+112,766
15
$10.9M 1.83%
460,030
+24,200
16
$10.7M 1.8%
220,582
-1,460
17
$10.6M 1.79%
608,266
+3,300
18
$10.1M 1.69%
135,610
+400
19
$9.9M 1.67%
123,047
-710
20
$9.87M 1.66%
86,463
+1,080
21
$9.41M 1.59%
179,036
+2,862
22
$9.27M 1.56%
102,358
+4,813
23
$9.2M 1.55%
123,976
+2,081
24
$9.08M 1.53%
52,415
+1,072
25
$8.96M 1.51%
68,640
+6,375
1
2 3 4 5