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
$259M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.54M
3
+$2.59M
4
CSCO icon
Cisco
CSCO
+$2.39M
5
AXP icon
American Express
AXP
+$2.19M

Top Sells

1
+$4.33M
2
+$2.9M
3
+$2.86M
4
K icon
Kellanova
K
+$2.79M
5
DE icon
Deere & Co
DE
+$2.35M

Sector Composition

1 Technology 31.43%
2 Healthcare 14.18%
3 Consumer Staples 12.8%
4 Industrials 12.76%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 1.95%
84,324
+1,692
27
$4.62M 1.78%
91,335
+2,870
28
$4.59M 1.77%
+24,097
29
$4.45M 1.71%
31,869
+476
30
$3.94M 1.52%
37,207
+754
31
$3.93M 1.52%
44,932
+1,255
32
$3.91M 1.51%
78,724
+1,870
33
$3.58M 1.38%
27,463
+706
34
$3.58M 1.38%
64,866
+2,149
35
$3.57M 1.38%
89,436
+1,836
36
$3.48M 1.34%
84,886
+762
37
$3.38M 1.3%
46,109
+1,303
38
$3.33M 1.28%
46,936
+1,260
39
$3.25M 1.25%
142,142
+4,879
40
$3.21M 1.24%
24,311
+557
41
$3.06M 1.18%
129,892
+2,720
42
$3.03M 1.17%
17,737
-16,981
43
$2.98M 1.15%
70,594
+1,355
44
$2.86M 1.1%
30,452
+949
45
$2.85M 1.1%
18,062
-14,862
46
$2.81M 1.08%
109,085
+2,265
47
$2.38M 0.92%
18,987
+466
48
$2.19M 0.84%
38,917
+644
49
$1.9M 0.73%
16,409
+427
50
$1.85M 0.72%
35,968
+572
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