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
$584M
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$285M
2 +$2.06M
3 +$1.59M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$657K

Sector Composition

1 Technology 0.76%
2 Consumer Discretionary 0.51%
3 Consumer Staples 0.38%
4 Healthcare 0.34%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-662