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
$108M
AUM Growth
+$488K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$240K
3
+$235K
4
EPD icon
Enterprise Products Partners
EPD
+$215K
5
MAT icon
Mattel
MAT
+$584

Top Sells

1
+$1.71M
2
+$556K
3
+$383K
4
EBAY icon
eBay
EBAY
+$95.3K
5
HBI icon
Hanesbrands
HBI
+$64.5K

Sector Composition

1 Consumer Staples 15.71%
2 Technology 14.14%
3 Industrials 13.63%
4 Healthcare 12.53%
5 Consumer Discretionary 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.75%
19,861
-339
27
$1.83M 1.7%
69,642
-1,083
28
$1.82M 1.69%
17,047
-334
29
$1.81M 1.68%
34,378
-685
30
$1.65M 1.53%
18,203
-480
31
$1.63M 1.52%
18,607
32
$1.6M 1.49%
47,447
-16,435
33
$1.52M 1.42%
61,385
-1,293
34
$1.47M 1.36%
24,702
35
$1.43M 1.33%
21,440
-92
36
$1.43M 1.33%
18,486
37
$1.42M 1.32%
34,147
-110
38
$1.36M 1.26%
35,104
-546
39
$1.36M 1.26%
50,848
-113
40
$1.35M 1.25%
7,767
-99
41
$1.34M 1.25%
22,894
-75
42
$1.33M 1.24%
189,550
+20
43
$1.27M 1.18%
49,660
-120
44
$1.24M 1.15%
25,961
-80
45
$1.23M 1.15%
9,455
-30
46
$1.23M 1.14%
43,285
47
$1.22M 1.14%
24,967
-80
48
$1.22M 1.13%
11,885
49
$1.16M 1.08%
21,434
-65
50
$1.14M 1.06%
18,994
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