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
-$508K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.22M
3
+$5.23M
4
TSLA icon
Tesla
TSLA
+$4.04M
5
ORCL icon
Oracle
ORCL
+$3.79M

Top Sells

1
+$6.01M
2
+$5.04M
3
+$4.55M
4
HIPS icon
GraniteShares HIPS US High Income ETF
HIPS
+$3.41M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.97M

Sector Composition

1 Technology 49.39%
2 Communication Services 19.15%
3 Consumer Discretionary 19.06%
4 Financials 6.17%
5 Energy 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,475
27
– –
-4,053
28
– –
-2,881
29
– –
-15,439
30
– –
-21,596
1
2