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
$191M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$306K
3
+$257K
4
CHKP icon
Check Point Software Technologies
CHKP
+$248K
5
SCHW icon
Charles Schwab
SCHW
+$240K

Top Sells

1
+$4.89M
2
+$2.29M
3
+$1.38M
4
QCOM icon
Qualcomm
QCOM
+$1.01M
5
HBI icon
Hanesbrands
HBI
+$453K

Sector Composition

1 Technology 26.37%
2 Industrials 15.72%
3 Consumer Discretionary 12.77%
4 Healthcare 12.04%
5 Consumer Staples 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.63%
34,232
+1,311
27
$3.11M 1.62%
49,526
+1,505
28
$2.96M 1.55%
37,503
+1,602
29
$2.86M 1.49%
74,772
+2,880
30
$2.73M 1.43%
13,894
+462
31
$2.73M 1.43%
17,837
+775
32
$2.73M 1.43%
69,852
+2,896
33
$2.72M 1.42%
31,556
+1,285
34
$2.71M 1.42%
37,414
+180
35
$2.69M 1.41%
74,500
+3,565
36
$2.66M 1.39%
35,262
+1,245
37
$2.65M 1.39%
51,840
+2,225
38
$2.58M 1.35%
108,655
+5,010
39
$2.41M 1.26%
72,939
+7,779
40
$2.26M 1.18%
57,515
+2,320
41
$2.15M 1.12%
40,571
+5,782
42
$2.14M 1.12%
21,872
+1,089
43
$2.04M 1.07%
17,167
+833
44
$2.04M 1.06%
50,979
+2,220
45
$1.85M 0.97%
35,436
+1,755
46
$1.85M 0.97%
38,385
+2,080
47
$1.82M 0.95%
+70,512
48
$1.73M 0.91%
32,766
+1,485
49
$1.71M 0.89%
13,642
-775
50
$1.65M 0.86%
34,484
+1,530
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