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
$1.32B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.49M
3
+$341K
4
XOM icon
Exxon Mobil
XOM
+$295K
5
KLAC icon
KLA
KLAC
+$220K

Top Sells

1
+$6.33M
2
+$5.04M
3
+$1.46M
4
EVCM icon
EverCommerce
EVCM
+$951K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$882K

Sector Composition

1 Technology 1.41%
2 Energy 0.64%
3 Healthcare 0.58%
4 Financials 0.48%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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