HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $641M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.06M
3
+$2.95M
4
EBAY icon
eBay
EBAY
+$2.67M
5
NKE icon
Nike
NKE
+$2.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.01%
2 Technology 15.26%
3 Industrials 14.02%
4 Consumer Discretionary 13.26%
5 Healthcare 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.84%
+61,497
27
$1.84M 1.83%
+13,720
28
$1.77M 1.77%
+22,181
29
$1.74M 1.74%
+69,330
30
$1.71M 1.71%
+34,323
31
$1.7M 1.7%
+17,016
32
$1.67M 1.66%
+18,263
33
$1.47M 1.47%
+17,695
34
$1.38M 1.38%
+23,576
35
$1.37M 1.37%
+61,123
36
$1.34M 1.34%
+17,650
37
$1.29M 1.28%
+48,445
38
$1.22M 1.22%
+32,617
39
$1.19M 1.18%
+11,275
40
$1.17M 1.17%
+23,880
41
$1.16M 1.16%
+20,530
42
$1.14M 1.14%
+41,390
43
$1.13M 1.12%
+9,012
44
$1.13M 1.12%
+16,868
45
$1.09M 1.09%
+24,845
46
$1.06M 1.06%
+21,808
47
$1.04M 1.04%
+21,900
48
$1.04M 1.03%
+17,985
49
$1.01M 1.01%
+47,412
50
$1.01M 1.01%
+17,424
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