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Hamilton Wealth Portfolio holdings

AUM $1.41B
1-Year Est. Return 34.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.11M
3
+$5.7M
4
UBER icon
Uber
UBER
+$4.8M
5
MRK icon
Merck
MRK
+$4.8M

Top Sells

1
+$11.7M
2
+$8.96M
3
+$8.72M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$6.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.76M

Sector Composition

1 Technology 23.95%
2 Communication Services 11.87%
3 Healthcare 7.75%
4 Consumer Discretionary 6.34%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.08%
2,830
+698
77
$371K 0.08%
+1,390
78
$360K 0.08%
4,506
+102
79
$354K 0.07%
5,863
+956
80
$352K 0.07%
5,413
+25
81
$340K 0.07%
1,574
-55
82
$329K 0.07%
+679
83
$275K 0.06%
+1,701
84
$270K 0.06%
5,171
-297
85
$269K 0.06%
+958
86
$269K 0.06%
+5,035
87
$265K 0.06%
8,516
88
$254K 0.05%
+7,110
89
$252K 0.05%
3,290
90
$236K 0.05%
2,948
-2,308
91
$234K 0.05%
+1,728
92
$230K 0.05%
9,045
+375
93
$229K 0.05%
2,755
94
$228K 0.05%
341
-328
95
$225K 0.05%
1,150
+110
96
$222K 0.05%
+1,168
97
$220K 0.05%
+1,923
98
$218K 0.05%
+638
99
$217K 0.05%
11,713
100
$216K 0.05%
+4,145
2 3
4
5 6