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
$411M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.96M
3
+$3.44M
4
LFUS icon
Littelfuse
LFUS
+$3.36M
5
MAIN icon
Main Street Capital
MAIN
+$1.46M

Top Sells

1
+$6.47M
2
+$4.72M
3
+$3.5M
4
VITL icon
Vital Farms
VITL
+$1.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.6K

Sector Composition

1 Technology 26.84%
2 Industrials 19.96%
3 Healthcare 13.86%
4 Consumer Staples 10.23%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.16M 1.49%
33,801
+6,149
27
$6.02M 1.46%
115,965
+2,859
28
$5.88M 1.43%
112,454
+180
29
$5.86M 1.42%
209,124
+4,240
30
$5.79M 1.4%
34,418
+2,131
31
$5.77M 1.4%
27,421
+532
32
$5.38M 1.3%
57,616
+847
33
$5.32M 1.29%
12,068
+135
34
$5.13M 1.24%
14,983
+592
35
$5.09M 1.23%
34,933
+624
36
$5.07M 1.23%
20,851
+238
37
$5.02M 1.22%
53,752
+1,144
38
$4.96M 1.2%
+132,667
39
$4.91M 1.19%
80,674
+1,712
40
$4.75M 1.15%
96,234
+2,328
41
$4.64M 1.13%
19,430
+435
42
$4.44M 1.08%
136,970
+1,802
43
$4.36M 1.06%
110,453
+37,035
44
$4.33M 1.05%
33,264
+1,058
45
$4.31M 1.05%
13,542
+127
46
$4.19M 1.02%
104,859
+806
47
$4.06M 0.99%
54,069
+1,097
48
$4.03M 0.98%
35,198
+4,098
49
$3.44M 0.83%
+8,374
50
$3.21M 0.78%
73,503
+920
1
2
3 4 5