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
$346M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.7M
3
+$262K
4
EME icon
Emcor
EME
+$247K
5
SWKS icon
Skyworks Solutions
SWKS
+$235K

Top Sells

1
+$3.3M
2
+$1.45M
3
+$72.2K
4
PYPL icon
PayPal
PYPL
+$48.6K
5
DHR icon
Danaher
DHR
+$30.8K

Sector Composition

1 Technology 28.31%
2 Industrials 15.85%
3 Healthcare 13.2%
4 Consumer Discretionary 12.1%
5 Consumer Staples 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 1.84%
41,397
+420
27
$6.31M 1.82%
45,604
+382
28
$6.29M 1.82%
38,263
+501
29
$6.19M 1.79%
69,102
-16,178
30
$6.05M 1.75%
108,463
+2,358
31
$5.14M 1.49%
25,365
+670
32
$4.87M 1.41%
18,411
+319
33
$4.87M 1.41%
37,726
+271
34
$4.73M 1.37%
31,064
+268
35
$4.62M 1.33%
48,064
+548
36
$4.54M 1.31%
28,181
+242
37
$4.49M 1.3%
11,127
+97
38
$4.05M 1.17%
89,100
+93
39
$4.03M 1.16%
112,963
+2,537
40
$4.02M 1.16%
80,033
+1,447
41
$4.02M 1.16%
+19,069
42
$3.94M 1.14%
54,612
+1,950
43
$3.89M 1.12%
66,912
+834
44
$3.77M 1.09%
47,801
+1,162
45
$3.63M 1.05%
19,410
+172
46
$3.61M 1.04%
25,505
+284
47
$3.37M 0.98%
147,573
+1,880
48
$3.29M 0.95%
130,904
+672
49
$3.24M 0.94%
39,756
+549
50
$3.17M 0.92%
70,955
+122
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