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

Top Buys

1
+$48.5M
2
+$41.5M
3
+$22.1M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.81M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.28M

Top Sells

1
+$61.2M
2
+$36.2M
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
– –
-3,334
153
– –
-3,066
154
– –
-2,337
3 4 5 6
7