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
$123M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.78M
3
+$1.15M
4
CULP icon
Culp
CULP
+$205K
5
GSK icon
GSK
GSK
+$185K

Top Sells

1
+$1.86M
2
+$852K
3
+$696K
4
CDK
CDK Global, Inc.
CDK
+$414K
5
KMI icon
Kinder Morgan
KMI
+$10.2K

Sector Composition

1 Consumer Discretionary 18.35%
2 Healthcare 16.61%
3 Technology 14.71%
4 Industrials 11.71%
5 Consumer Staples 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.64%
36,616
+450
27
$1.99M 1.61%
75,351
+1,555
28
$1.97M 1.59%
14,982
+250
29
$1.92M 1.55%
57,986
+1,340
30
$1.91M 1.55%
19,649
+330
31
$1.85M 1.5%
67,519
+1,710
32
$1.78M 1.44%
+11,567
33
$1.77M 1.43%
19,757
+305
34
$1.76M 1.43%
24,184
+360
35
$1.73M 1.4%
26,332
+414
36
$1.68M 1.36%
34,483
+510
37
$1.65M 1.33%
21,179
-125
38
$1.63M 1.32%
36,804
+692
39
$1.48M 1.2%
54,966
+847
40
$1.44M 1.17%
27,927
+495
41
$1.35M 1.1%
26,020
+3,544
42
$1.35M 1.09%
19,949
+478
43
$1.29M 1.05%
30,855
+580
44
$1.28M 1.04%
52,152
+500
45
$1.27M 1.03%
52,400
+568
46
$1.26M 1.02%
25,256
+500
47
$1.26M 1.02%
27,076
+340
48
$1.23M 1%
12,680
+265
49
$1.2M 0.97%
37,681
+750
50
$1.17M 0.94%
25,876
+310
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