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
$1.28B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Sells

1 +$1.05M
2 +$999K
3 +$947K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$713K
5
SCHV icon
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
-3,444