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
$418M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.55M
3
+$1.29M
4
TYL icon
Tyler Technologies
TYL
+$508K
5
RELX icon
RELX
RELX
+$445K

Top Sells

1
+$2.8M
2
+$2.2M
3
+$988K
4
CHD icon
Church & Dwight Co
CHD
+$969K
5
MSFT icon
Microsoft
MSFT
+$941K

Sector Composition

1 Technology 27.76%
2 Industrials 20.49%
3 Healthcare 13.01%
4 Consumer Staples 10.06%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.18M 1.48%
55,792
-2,744
27
$6.14M 1.47%
33,161
-640
28
$5.92M 1.42%
202,403
-6,721
29
$5.9M 1.41%
113,232
-2,733
30
$5.74M 1.37%
33,722
-696
31
$5.61M 1.34%
108,468
-3,986
32
$5.52M 1.32%
11,489
-579
33
$5.23M 1.25%
13,968
-1,015
34
$5.12M 1.23%
55,413
-2,203
35
$5.06M 1.21%
13,274
-268
36
$5.02M 1.2%
150,279
+13,309
37
$5.02M 1.2%
52,388
-1,364
38
$4.95M 1.18%
94,389
-1,845
39
$4.85M 1.16%
77,508
-3,166
40
$4.72M 1.13%
32,428
-836
41
$4.67M 1.12%
19,045
-385
42
$4.66M 1.11%
31,839
-3,094
43
$4.57M 1.09%
125,610
-7,057
44
$4.39M 1.05%
109,675
-778
45
$4.34M 1.04%
25,581
-1,840
46
$4.03M 0.96%
52,354
-1,715
47
$3.99M 0.95%
102,655
-2,204
48
$3.88M 0.93%
34,694
-504
49
$3.72M 0.89%
8,360
-14
50
$2.89M 0.69%
+25,262
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