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HC

Hamilton Capital Portfolio holdings

AUM $1.93B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$191M
2
+$8.55M
3
+$4.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.94M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.17M

Top Sells

1
+$177M
2
+$71.2M
3
+$739K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$679K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$642K

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
101
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0
102
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103
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-1,540
104
– –
-4,076
105
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-3,744
106
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-2,606
107
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-1,313
108
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-891
109
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-1,381
110
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-934
111
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112
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113
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114
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-1,959
115
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-22,090
116
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117
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-21,632
118
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-10,300
119
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-6,602
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