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
$1.47B
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$7.94M
3
+$3.93M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.54M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.87M

Top Sells

1
+$161M
2
+$63.5M
3
+$688K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$679K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$632K

Sector Composition

1 Technology 0.51%
2 Healthcare 0.39%
3 Financials 0.32%
4 Consumer Staples 0.27%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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