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
$1.56B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$75.9M
3
+$32.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.3M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$12.4M

Top Sells

1
+$59.4M
2
+$7.34M
3
+$1.94M
4
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.12M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.1M

Sector Composition

1 Technology 0.71%
2 Financials 0.48%
3 Healthcare 0.42%
4 Consumer Staples 0.3%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,125
152
– –
-3,782
153
– –
-2,134
154
– –
-3,950
155
– –
-11,232
156
– –
-13,613
157
– –
-2,866
158
– –
-1,770
3 4 5 6
7