HC

Hamilton Capital Portfolio holdings

AUM $1.82B
1-Year Est. Return 6.12%
This Quarter Est. Return
1 Year Est. Return
+6.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$50.9M
3
+$49.9M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$29.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$14.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.85%
2 Consumer Staples 0.73%
3 Healthcare 0.59%
4 Real Estate 0.48%
5 Technology 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$233K 0.09%
+2,790
27
$222K 0.08%
+6,457
28
$219K 0.08%
+1,446
29
$215K 0.08%
+5,100
30
$212K 0.08%
+1,385
31
$207K 0.08%
+6,035
32
$64K 0.02%
+1,200
33
$4K ﹤0.01%
+575
1
2