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
$274M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$540K
2 +$408K
3 +$336K
4
SBUX icon
Starbucks
SBUX
+$327K
5
BA icon
Boeing
BA
+$220K

Sector Composition

1 Industrials 14.77%
2 Consumer Staples 14.74%
3 Healthcare 12.4%
4 Energy 11.02%
5 Technology 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,030
77
-12,870