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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
1
$33.3M 6.94%
1,271,761
+137,645
2
$30.5M 6.36%
163,378
+328
3
$29.7M 6.19%
116,601
+2,331
4
$28.7M 5.98%
55,371
+1,279
5
$27.1M 5.65%
111,428
-594
6
$25.7M 5.37%
304,010
+7,477
7
$24M 5.01%
109,282
+2,451
8
$19.7M 4.11%
270,705
+15,443
9
$18M 3.75%
50,588
-328
10
$16.2M 3.38%
270,150
-116,072
11
$15.5M 3.23%
21,115
-2,899
12
$11.6M 2.41%
41,403
-20,961
13
$9.8M 2.04%
116,753
+58,271
14
$9.77M 2.04%
74,456
+2,517
15
$9.56M 1.99%
494,407
+475,517
16
$9.01M 1.88%
199,783
+121,956
17
$8.9M 1.86%
287,183
-24,704
18
$8.46M 1.76%
189,059
-1,185
19
$8.34M 1.74%
115,645
+1,620
20
$7.25M 1.51%
29,776
+85
21
$7.07M 1.48%
+12,581
22
$6.46M 1.35%
86,859
-21,932
23
$5.79M 1.21%
247,475
+162,240
24
$5.6M 1.17%
46,680
+580
25
$5.16M 1.08%
27,218
+506
1
2 3 4 5