CHA
Cooper/Haims Advisors Portfolio holdings
AUM
$203M
1-Year Est. Return
12.72%
1 Year Est. Return
+12.72%
AUM
$184M
AUM Growth
+$8.15M
(+4.6%)
Holding
81
Top Buys
| 1 | +$7.45M | |
| 2 | +$532K | |
| 3 | +$486K | |
| 4 |
L3Harris
LHX
|
+$245K |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$221K |
Top Sells
| 1 | +$613K | |
| 2 | +$339K | |
| 3 | +$233K | |
| 4 |
Broadcom
AVGO
|
+$230K |
| 5 |
3M
MMM
|
+$211K |
Sector Composition
| 1 | Technology | 11.76% |
| 2 | Industrials | 4.96% |
| 3 | Consumer Staples | 1.51% |
| 4 | Financials | 1.46% |
| 5 | Consumer Discretionary | 1.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Graham Corp
GHM
$685M
| $201K | 0.11% |
6,984
-1,400
|
|
||
77
GE Aerospace
GE
$321B
| $200K | 0.11% |
1,001
-200
|
|
||
78
Gannett
GCI
$553M
| $74.6K | 0.04% |
25,828
|
|
||
79
Transocean
RIG
$4.29B
| $34.9K | 0.02% |
11,000
|
|
||
|
80
Broadcom
AVGO
$1.67T
| – | – |
-993
|
|
||
|
81
3M
MMM
$89.5B
| – | – |
-1,631
|
|