HC
Hamilton Capital Portfolio holdings
AUM
$1.82B
1-Year Est. Return
6.12%
1 Year Est. Return
+6.12%
AUM
$1.82B
AUM Growth
+$167M
(+10%)
Holding
154
Top Buys
| 1 | +$152M | |
| 2 | +$72.4M | |
| 3 | +$16.7M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$16.3M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$9.34M |
Top Sells
| 1 | +$72.3M | |
| 2 | +$68.6M | |
| 3 | +$4.72M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.51M |
| 5 |
AbbVie
ABBV
|
+$1.02M |
Sector Composition
| 1 | Technology | 1.3% |
| 2 | Energy | 0.78% |
| 3 | Financials | 0.63% |
| 4 | Consumer Staples | 0.37% |
| 5 | Consumer Discretionary | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
UnitedHealth
UNH
$312B
| – | – |
-733
|
|
||
152
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.9B
| – | – |
-2,823
|
|
||
153
Verisk Analytics
VRSK
$30.3B
| – | – |
-686
|
|
||
154
Wipro
WIT
$28B
| – | – |
-10,388
|
|