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
$1.56B
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$41.5M
3
+$21.9M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.91M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.21M

Top Sells

1
+$60.8M
2
+$36.3M
3
+$34.7M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.5M
5
KMB icon
Kimberly-Clark
KMB
+$613K

Sector Composition

1 Technology 0.9%
2 Financials 0.44%
3 Consumer Staples 0.43%
4 Healthcare 0.43%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,807
152
– –
-2,337
153
– –
-3,334
154
– –
-3,066
3 4 5 6
7