HC

Hamilton Capital Portfolio holdings

AUM $1.82B
1-Year Est. Return 6.12%
This Fund
S&P 500
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
+$3.48M
2
+$371K
3
+$252K
4
AAPL icon
Apple
AAPL
+$49K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$40.2K

Top Sells

1
+$443K
2
+$221K
3
+$206K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$59.3K
5
JNJ icon
Johnson & Johnson
JNJ
+$53.6K

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
1
2