We are live on ! Find out more
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
$1.28B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$4.6M
3
+$4.28M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.59M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.13M

Top Sells

1
+$1.07M
2
+$999K
3
+$947K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$713K
5
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$360K

Sector Composition

1 Technology 1.17%
2 Financials 0.8%
3 Consumer Discretionary 0.72%
4 Healthcare 0.61%
5 Consumer Staples 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,935
152
– –
-1,135
153
– –
-6,201
154
– –
-6,999
155
– –
-20,664
3 4 5 6
7