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
$284M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.05M
3
+$246K
4
HD icon
Home Depot
HD
+$233K
5
AMGN icon
Amgen
AMGN
+$220K

Top Sells

1
+$1.53M
2
+$268K
3
+$136K
4
CSCO icon
Cisco
CSCO
+$30.8K
5
KO icon
Coca-Cola
KO
+$24.9K

Sector Composition

1 Technology 30.78%
2 Healthcare 14.46%
3 Industrials 13.48%
4 Consumer Staples 13.14%
5 Consumer Discretionary 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 1.89%
49,261
+303
27
$5.14M 1.81%
92,415
+1,080
28
$5.13M 1.81%
24,480
+383
29
$4.63M 1.63%
45,405
+473
30
$4.24M 1.5%
37,502
+295
31
$4.19M 1.48%
89,844
+408
32
$4.06M 1.43%
18,248
+186
33
$3.99M 1.41%
47,328
+392
34
$3.97M 1.4%
32,357
+488
35
$3.94M 1.39%
66,211
+1,345
36
$3.91M 1.38%
86,472
+1,586
37
$3.82M 1.35%
78,964
+240
38
$3.74M 1.32%
27,892
+429
39
$3.58M 1.26%
46,405
+296
40
$3.49M 1.23%
25,171
+860
41
$3.2M 1.13%
18,063
+326
42
$3.13M 1.1%
145,497
+3,355
43
$2.97M 1.05%
30,826
+374
44
$2.93M 1.03%
131,057
+1,165
45
$2.85M 1%
110,702
+1,617
46
$2.85M 1%
70,779
+185
47
$2.71M 0.96%
+11,639
48
$2.63M 0.93%
19,232
+245
49
$2.37M 0.83%
39,232
+315
50
$1.95M 0.69%
16,743
+334
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