HA

Hamel Associates Portfolio holdings

AUM $295M
1-Year Est. Return 9.1%
This Quarter Est. Return
1 Year Est. Return
+9.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$2.16M
3 +$1.54M
4
DIS icon
Walt Disney
DIS
+$1.4M
5
CAT icon
Caterpillar
CAT
+$1.25M

Top Sells

1 +$3.88M
2 +$2.51M
3 +$2.33M
4
KMB icon
Kimberly-Clark
KMB
+$2.16M
5
V icon
Visa
V
+$1.92M

Sector Composition

1 Consumer Staples 18.7%
2 Industrials 15.65%
3 Technology 12.86%
4 Financials 12.69%
5 Healthcare 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,085