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
$377M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$579K
3
+$430K
4
AAPL icon
Apple
AAPL
+$228K
5
NVDA icon
NVIDIA
NVDA
+$225K

Top Sells

1
+$203K
2
+$125K
3
+$118K
4
BR icon
Broadridge
BR
+$52K
5
RELX icon
RELX
RELX
+$50K

Sector Composition

1 Technology 26.01%
2 Industrials 15%
3 Healthcare 13.23%
4 Consumer Discretionary 12.13%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.51M 1.73%
30,633
+313
27
$6.26M 1.66%
38,772
+165
28
$6.22M 1.65%
70,180
+692
29
$6.2M 1.65%
18,433
-43
30
$5.92M 1.57%
109,099
+251
31
$5.56M 1.48%
37,218
-156
32
$5.43M 1.44%
25,621
+82
33
$5.13M 1.36%
31,368
+229
34
$5.11M 1.36%
18,704
+5
35
$5.07M 1.35%
11,367
+147
36
$5.01M 1.33%
48,532
-156
37
$4.78M 1.27%
55,737
+548
38
$4.47M 1.19%
19,881
+446
39
$4.21M 1.12%
28,674
+471
40
$4.06M 1.08%
87,480
-819
41
$3.81M 1.01%
115,678
+830
42
$3.81M 1.01%
25,304
-117
43
$3.71M 0.99%
128,577
-1,732
44
$3.67M 0.97%
67,905
+870
45
$3.66M 0.97%
48,478
+231
46
$3.5M 0.93%
19,384
-15
47
$3.35M 0.89%
80,222
-473
48
$3.24M 0.86%
70,297
-197
49
$3.23M 0.86%
12,188
+181
50
$2.98M 0.79%
145,869
-1,830
1
2
3 4