HC
Hamilton Capital Portfolio holdings
AUM
$1.82B
This Quarter Return
-2.58%
1 Year Return
+6.12%
3 Year Return
+34.05%
5 Year Return
+78.03%
10 Year Return
–
AUM
$1.32B
AUM Growth
+$1.32B
(-2.5%)
Cap. Flow
-$23.1M
Cap. Flow
% of AUM
-1.76%
Top 10 Holdings %
Top 10 Hldgs %
92.89%
Holding
140
New
11
Increased
66
Reduced
31
Closed
11
Top Buys
| 1 |
Exxon Mobil
XOM
|
$1.29M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$859K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$766K |
| 4 |
Chevron
CVX
|
$741K |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$610K |
Top Sells
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Energy | 0.86% |
| 3 | Financials | 0.67% |
| 4 | Healthcare | 0.51% |
| 5 | Consumer Staples | 0.45% |
