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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
$1.34B
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$11.7M
3
+$8.65M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.04M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$863K

Top Sells

1
+$112M
2
+$44.1M
3
+$9.79M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.86M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$773K

Sector Composition

1 Technology 1.48%
2 Healthcare 0.78%
3 Energy 0.73%
4 Financials 0.64%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-5,852
152
– –
-21,840
153
– –
-7,256
154
– –
-4,225
3 4 5 6
7