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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
101
$216K 0.05%
876
102
$216K 0.05%
+1,331
103
$216K 0.05%
2,210
+289
104
$215K 0.04%
2,178
105
$215K 0.04%
+3,258
106
$209K 0.04%
+1,586
107
$206K 0.04%
+20,790
108
$164K 0.03%
+18,900
109
$158K 0.03%
+13,800
110
$157K 0.03%
+10,000
111
$152K 0.03%
+2,000
112
$140K 0.03%
+14,000
113
$95.8K 0.02%
10,004
114
$73.4K 0.02%
+12,000
115
$30K 0.01%
+10,000
116
– –
-19,950
117
– –
-33,400
118
– –
-3,952
119
– –
-78,327
120
– –
-183,709
121
– –
-2,400
122
– –
-61,780
123
– –
-74,374
124
– –
-10,000
125
– –
-5,000
2 3 4
5
6