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
$273M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$3.19M
2 +$2.65M
3 +$1.28M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.15M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$587K

Top Sells

1 +$671K
2 +$240K
3 +$202K
4
AMZN icon
Amazon
AMZN
+$162K

Sector Composition

1 Financials 1.73%
2 Consumer Staples 0.74%
3 Healthcare 0.65%
4 Technology 0.47%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$214K 0.08%
+2,431
27
$210K 0.08%
+2,739
28
$76K 0.03%
1,200
29
$3K ﹤0.01%
575
30
-1,498