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
$197M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.14M
3
+$1.44M
4
DE icon
Deere & Co
DE
+$289K
5
AMGN icon
Amgen
AMGN
+$257K

Top Sells

1
+$2.13M
2
+$1.93M
3
+$210K
4
GPC icon
Genuine Parts
GPC
+$43.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.6K

Sector Composition

1 Technology 26.53%
2 Industrials 16.39%
3 Healthcare 14.45%
4 Consumer Staples 10.92%
5 Consumer Discretionary 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.71%
50,273
+2,889
27
$3.35M 1.7%
35,478
+681
28
$3.29M 1.67%
75,768
+1,148
29
$3.12M 1.58%
55,406
+1,740
30
$2.98M 1.51%
33,506
+630
31
$2.93M 1.49%
20,766
+1,411
32
$2.81M 1.42%
40,853
+1,224
33
$2.79M 1.41%
25,619
+774
34
$2.72M 1.38%
41,515
+1,910
35
$2.7M 1.37%
14,320
+600
36
$2.69M 1.37%
124,804
+4,487
37
$2.5M 1.27%
80,010
+2,205
38
$2.42M 1.23%
+45,186
39
$2.42M 1.23%
15,164
+636
40
$2.4M 1.22%
117,123
+2,550
41
$2.36M 1.2%
39,583
+2,004
42
$2.29M 1.16%
69,554
+875
43
$2.14M 1.09%
+31,995
44
$2.13M 1.08%
35,701
+1,058
45
$2.11M 1.07%
79,522
+2,117
46
$2.11M 1.07%
61,723
+1,478
47
$1.96M 0.99%
38,493
+1,135
48
$1.94M 0.98%
76,908
+1,980
49
$1.86M 0.94%
54,696
+1,360
50
$1.82M 0.92%
24,628
+620
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