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
$234M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$206K
3
+$172K
4
CHD icon
Church & Dwight Co
CHD
+$170K
5
AAPL icon
Apple
AAPL
+$140K

Top Sells

1
+$2.32M
2
+$90.6K
3
+$81.7K
4
XOM icon
Exxon Mobil
XOM
+$46.2K

Sector Composition

1 Technology 27.98%
2 Industrials 15.76%
3 Healthcare 14.23%
4 Consumer Discretionary 11.05%
5 Consumer Staples 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 1.74%
75,240
+1,320
27
$3.93M 1.68%
21,273
+273
28
$3.92M 1.67%
76,472
+740
29
$3.91M 1.67%
33,916
+350
30
$3.8M 1.62%
94,467
+1,325
31
$3.79M 1.62%
40,548
+298
32
$3.43M 1.46%
+40,716
33
$3.42M 1.46%
41,061
+350
34
$3.26M 1.39%
37,049
+512
35
$3.23M 1.38%
56,512
+1,006
36
$3.21M 1.37%
126,973
+1,724
37
$3.19M 1.36%
25,629
+168
38
$3.01M 1.28%
81,666
+1,341
39
$2.9M 1.24%
40,511
+496
40
$2.89M 1.23%
118,318
+975
41
$2.87M 1.22%
71,539
+815
42
$2.61M 1.11%
63,078
+1,225
43
$2.59M 1.11%
79,800
+870
44
$2.54M 1.09%
32,883
+415
45
$2.53M 1.08%
77,774
+836
46
$2.34M 1%
46,532
+526
47
$2.33M 1%
39,018
+375
48
$2.26M 0.97%
54,736
+620
49
$2.22M 0.95%
15,336
+235
50
$2.2M 0.94%
35,218
+230
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