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
-$82K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$214K
3
+$35.8K
4
VFC icon
VF Corp
VFC
+$35K
5
MSFT icon
Microsoft
MSFT
+$33.8K

Top Sells

1
+$318K
2
+$235K
3
+$9.27K
4
BCR
CR Bard Inc.
BCR
+$8.56K
5
CMI icon
Cummins
CMI
+$1.98K

Sector Composition

1 Consumer Staples 15.06%
2 Technology 14.97%
3 Consumer Discretionary 12.77%
4 Industrials 12.66%
5 Healthcare 12.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.74%
14,194
-15
27
$1.76M 1.64%
17,047
28
$1.75M 1.63%
20,019
+158
29
$1.73M 1.61%
34,368
-10
30
$1.67M 1.55%
18,982
+375
31
$1.62M 1.5%
34,877
+730
32
$1.57M 1.46%
35,264
+160
33
$1.57M 1.46%
25,265
+563
34
$1.56M 1.45%
61,900
+515
35
$1.5M 1.4%
23,379
+485
36
$1.5M 1.4%
18,314
+111
37
$1.42M 1.32%
7,805
+38
38
$1.41M 1.31%
47,613
+166
39
$1.38M 1.28%
51,881
+1,033
40
$1.27M 1.18%
25,462
+495
41
$1.27M 1.18%
193,255
+3,705
42
$1.27M 1.18%
26,546
+585
43
$1.26M 1.17%
21,904
+464
44
$1.2M 1.11%
18,891
+405
45
$1.19M 1.11%
12,145
+260
46
$1.19M 1.11%
50,640
+980
47
$1.16M 1.08%
33,316
+655
48
$1.15M 1.07%
9,630
+175
49
$1.13M 1.05%
44,697
+1,412
50
$1.09M 1.02%
19,404
+410
1
2
3