HCP

Hamilton Capital Partners Portfolio holdings

AUM $261M
1-Year Est. Return 43.22%
This Quarter Est. Return
1 Year Est. Return
+43.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$12.9M
3
+$12.7M
4
AAPL icon
Apple
AAPL
+$11.7M
5
AMZN icon
Amazon
AMZN
+$11.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.12%
2 Consumer Discretionary 23.34%
3 Communication Services 14.52%
4 Financials 5.37%
5 Healthcare 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$263K 0.16%
+5,994
27
$252K 0.16%
+4,053
28
$247K 0.15%
+1,475
29
$211K 0.13%
+417
30
$210K 0.13%
+895
1
2