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
$185M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.31M
3
+$1.7M
4
WMT icon
Walmart
WMT
+$1.7M
5
BA icon
Boeing
BA
+$213K

Top Sells

1
+$2.84M
2
+$2.74M
3
+$1.4M
4
CMP icon
Compass Minerals
CMP
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$680K

Sector Composition

1 Technology 25.63%
2 Industrials 14.36%
3 Healthcare 12.32%
4 Consumer Discretionary 11.75%
5 Consumer Staples 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 1.49%
35,901
+365
27
$2.72M 1.47%
80,760
-280
28
$2.7M 1.46%
25,773
+104
29
$2.67M 1.45%
32,921
+320
30
$2.65M 1.43%
71,892
+344
31
$2.58M 1.4%
+49,615
32
$2.5M 1.35%
48,021
+235
33
$2.48M 1.34%
34,017
+206
34
$2.45M 1.33%
66,956
+544
35
$2.37M 1.28%
30,271
+230
36
$2.36M 1.28%
13,432
+159
37
$2.32M 1.25%
103,645
+965
38
$2.31M 1.25%
+17,062
39
$2.29M 1.24%
118,616
+695
40
$2.11M 1.14%
70,935
+850
41
$1.96M 1.06%
16,334
+112
42
$1.95M 1.05%
48,759
+430
43
$1.89M 1.02%
26,910
-210
44
$1.87M 1.01%
23,071
+50
45
$1.85M 1%
20,783
+195
46
$1.83M 0.99%
55,195
+561
47
$1.72M 0.93%
34,789
+275
48
$1.7M 0.92%
+36,305
49
$1.7M 0.92%
+65,160
50
$1.69M 0.92%
14,417
+128
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