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
$262M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$3.64M
2 +$354K
3 +$237K
4
AAPL icon
Apple
AAPL
+$50K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$37.9K

Top Sells

1 +$409K
2 +$217K
3 +$206K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$56.7K
5
JNJ icon
Johnson & Johnson
JNJ
+$52.2K

Sector Composition

1 Consumer Staples 0.8%
2 Financials 0.63%
3 Healthcare 0.56%
4 Real Estate 0.52%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$81K 0.03%
1,200
27
$3K ﹤0.01%
575
28
-6,457