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
$107M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.82M
3
+$790K
4
ABEV icon
Ambev
ABEV
+$507K
5
GSK icon
GSK
GSK
+$311K

Top Sells

1
+$1.13M
2
+$1.1M
3
+$926K

Sector Composition

1 Consumer Staples 15.23%
2 Technology 13.67%
3 Industrials 13.56%
4 Healthcare 12.63%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.88%
104,944
+2,128
27
$1.94M 1.81%
70,725
+1,395
28
$1.84M 1.72%
17,381
+365
29
$1.82M 1.7%
+20,200
30
$1.82M 1.7%
35,063
+740
31
$1.71M 1.6%
22,616
+435
32
$1.7M 1.58%
18,683
+420
33
$1.62M 1.51%
18,607
+912
34
$1.45M 1.35%
7,866
-5,965
35
$1.44M 1.34%
24,702
+1,126
36
$1.44M 1.34%
21,532
+4,664
37
$1.41M 1.31%
62,678
+1,555
38
$1.4M 1.31%
34,257
+1,640
39
$1.4M 1.31%
189,530
+68,445
40
$1.39M 1.3%
18,486
+836
41
$1.35M 1.26%
50,961
+2,516
42
$1.32M 1.23%
35,650
-30,600
43
$1.25M 1.17%
22,969
+1,161
44
$1.23M 1.15%
26,041
+1,196
45
$1.2M 1.12%
21,499
+969
46
$1.19M 1.11%
25,047
+1,167
47
$1.19M 1.11%
49,780
+2,368
48
$1.16M 1.08%
11,885
+610
49
$1.13M 1.05%
9,485
+473
50
$1.12M 1.05%
43,285
+1,895
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