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
$144M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.08M
3
+$621K
4
LFUS icon
Littelfuse
LFUS
+$256K
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$227K

Top Sells

1
+$1.75M
2
+$924K
3
+$789K
4
KMI icon
Kinder Morgan
KMI
+$258K
5
CULP icon
Culp
CULP
+$212K

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 15.71%
3 Healthcare 15.64%
4 Industrials 13.05%
5 Consumer Staples 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.64%
14,608
+846
27
$2.31M 1.6%
22,852
+1,615
28
$2.23M 1.54%
86,721
+5,110
29
$2.14M 1.48%
59,026
+3,160
30
$2.13M 1.47%
78,340
+4,570
31
$2.12M 1.47%
+64,395
32
$2.09M 1.45%
24,349
+2,327
33
$2.02M 1.4%
42,319
+2,665
34
$1.96M 1.36%
114,593
+36,255
35
$1.92M 1.33%
35,852
+2,395
36
$1.82M 1.26%
33,252
+3,570
37
$1.81M 1.26%
30,915
+2,878
38
$1.76M 1.22%
25,289
+1,437
39
$1.71M 1.18%
22,426
+1,095
40
$1.71M 1.18%
36,436
+3,766
41
$1.7M 1.18%
40,448
+3,775
42
$1.69M 1.17%
29,675
+2,705
43
$1.63M 1.13%
59,372
+3,165
44
$1.6M 1.11%
29,836
+2,950
45
$1.59M 1.1%
61,300
+6,068
46
$1.53M 1.06%
12,159
+1,074
47
$1.51M 1.04%
50,540
+4,916
48
$1.49M 1.03%
16,872
+885
49
$1.48M 1.02%
27,656
+2,841
50
$1.46M 1.01%
31,554
+2,744
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