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
$327M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$6.31M
2 +$5.99M
3 +$1.9M
4
KO icon
Coca-Cola
KO
+$969K
5
MSFT icon
Microsoft
MSFT
+$488K

Sector Composition

1 Consumer Staples 17.17%
2 Healthcare 11.22%
3 Technology 10.84%
4 Industrials 9.7%
5 Energy 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,550
77
-1,410
78
-1,450