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
$178M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$216K
3
+$56.7K
4
EBAY icon
eBay
EBAY
+$43.8K
5
AAPL icon
Apple
AAPL
+$31.3K

Top Sells

1
+$3.51M
2
+$1.97M
3
+$1.22M
4
EPD icon
Enterprise Products Partners
EPD
+$202K
5
BCR
CR Bard Inc.
BCR
+$73.3K

Sector Composition

1 Technology 23.31%
2 Industrials 15.67%
3 Consumer Discretionary 12.84%
4 Healthcare 12.45%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.62%
34,937
+155
27
$2.84M 1.59%
17,497
+53
28
$2.82M 1.58%
47,786
+245
29
$2.77M 1.55%
35,536
+152
30
$2.65M 1.49%
28,593
+30
31
$2.58M 1.45%
71,548
+500
32
$2.54M 1.42%
81,040
+465
33
$2.51M 1.41%
33,811
+215
34
$2.46M 1.38%
32,601
-25
35
$2.33M 1.31%
66,412
+60
36
$2.31M 1.3%
13,273
+13
37
$2.25M 1.26%
102,680
+595
38
$2.2M 1.24%
30,041
-64
39
$1.98M 1.11%
70,085
+175
40
$1.92M 1.08%
117,921
+707
41
$1.88M 1.05%
20,588
+93
42
$1.86M 1.04%
48,329
-20
43
$1.82M 1.02%
54,634
+163
44
$1.79M 1.01%
16,222
-45
45
$1.79M 1%
27,120
+155
46
$1.75M 0.98%
21,045
+85
47
$1.68M 0.94%
95,364
+535
48
$1.63M 0.91%
23,021
+69
49
$1.57M 0.88%
29,217
+24
50
$1.54M 0.86%
34,514
-125
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