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
$420M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.7M
3
+$548K
4
EBAY icon
eBay
EBAY
+$416K
5
SBNY
Signature Bank
SBNY
+$410K

Top Sells

1
+$3.35M
2
+$2.98M
3
+$331K
4
PYPL icon
PayPal
PYPL
+$251K
5
SYK icon
Stryker
SYK
+$209K

Sector Composition

1 Technology 28.17%
2 Industrials 15%
3 Healthcare 12.72%
4 Consumer Discretionary 12.04%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.09M 1.69%
31,535
+902
27
$6.77M 1.61%
39,593
+821
28
$6.48M 1.54%
18,834
+401
29
$6.33M 1.51%
37,928
+710
30
$6.15M 1.46%
72,776
+2,596
31
$6.13M 1.46%
25,974
+353
32
$6M 1.43%
19,052
+348
33
$5.92M 1.41%
110,017
+918
34
$5.73M 1.36%
11,655
+288
35
$5.25M 1.25%
50,108
+1,576
36
$5.16M 1.23%
32,565
+1,197
37
$4.98M 1.19%
20,369
+488
38
$4.74M 1.13%
57,178
+1,441
39
$4.5M 1.07%
25,726
+422
40
$4.35M 1.04%
29,313
+639
41
$4.29M 1.02%
88,719
+1,239
42
$4.26M 1.01%
130,501
+1,924
43
$4.25M 1.01%
49,763
+1,285
44
$4.12M 0.98%
118,187
+2,509
45
$4.12M 0.98%
19,774
+390
46
$3.98M 0.95%
+29,189
47
$3.92M 0.93%
12,527
+339
48
$3.83M 0.91%
71,410
+1,113
49
$3.38M 0.8%
64,987
-2,918
50
$3.24M 0.77%
77,890
+40,858
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