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
$311M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$6.89M
2 +$2.92M
3 +$2.82M
4
HSY icon
Hershey
HSY
+$2.38M
5
WMT icon
Walmart
WMT
+$959K

Sector Composition

1 Consumer Staples 16.26%
2 Technology 11.77%
3 Healthcare 10.21%
4 Industrials 9.71%
5 Financials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,755
77
-273,500