HCP

Hamilton Capital Partners Portfolio holdings

AUM $301M
1-Year Est. Return 28.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$5.21M
3
+$5.18M
4
TSLA icon
Tesla
TSLA
+$4.26M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Top Sells

1
+$7.83M
2
+$7.11M
3
+$3.77M
4
TSM icon
TSMC
TSM
+$3.15M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$514K

Sector Composition

1 Technology 42.44%
2 Communication Services 27.34%
3 Consumer Discretionary 19.32%
4 Financials 1.19%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-601
27
– –
-18,948
1
2