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
$245M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$306K
3
+$225K
4
BR icon
Broadridge
BR
+$206K
5
VZ icon
Verizon
VZ
+$191K

Top Sells

1
+$2.33M
2
+$310K
3
+$28.1K
4
UNP icon
Union Pacific
UNP
+$13.9K

Sector Composition

1 Technology 27.33%
2 Industrials 15.69%
3 Healthcare 13.83%
4 Consumer Discretionary 11.21%
5 Consumer Staples 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.55M 1.86%
47,025
+575
27
$4.27M 1.74%
22,204
+931
28
$4.23M 1.73%
41,266
+718
29
$4.07M 1.66%
35,406
+1,490
30
$4.03M 1.65%
96,342
+1,875
31
$3.88M 1.58%
67,553
+343
32
$3.8M 1.55%
132,980
+6,007
33
$3.6M 1.47%
59,682
+3,170
34
$3.53M 1.44%
42,506
+1,445
35
$3.5M 1.43%
74,489
+2,950
36
$3.38M 1.38%
85,392
+3,726
37
$3.38M 1.38%
28,698
+24,184
38
$3.27M 1.33%
37,949
+900
39
$3.21M 1.31%
43,172
+2,456
40
$3.18M 1.3%
26,788
+1,159
41
$3.15M 1.29%
42,825
+2,314
42
$2.93M 1.2%
123,708
+5,390
43
$2.92M 1.19%
65,118
+2,040
44
$2.88M 1.18%
47,746
+1,214
45
$2.74M 1.12%
80,590
+2,816
46
$2.71M 1.1%
83,505
+3,705
47
$2.67M 1.09%
33,728
+845
48
$2.49M 1.02%
57,371
+2,635
49
$2.27M 0.93%
17,303
+1,033
50
$2.17M 0.89%
15,809
+473
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