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
$515M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$456K
3
+$372K
4
MSFT icon
Microsoft
MSFT
+$292K
5
AVGO icon
Broadcom
AVGO
+$273K

Top Sells

1
+$2.28M
2
+$2.07M
3
+$1.68M
4
MDB icon
MongoDB
MDB
+$231K
5
CPRT icon
Copart
CPRT
+$212K

Sector Composition

1 Technology 26.01%
2 Industrials 19.2%
3 Financials 15.71%
4 Healthcare 10.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.75M 1.28%
200,134
+2,044
27
$6.54M 1.24%
11,607
+108
28
$6.51M 1.24%
24,814
+650
29
$6.23M 1.18%
42,649
-881
30
$6.21M 1.18%
91,686
+275
31
$6.19M 1.18%
13,356
+146
32
$6.11M 1.16%
30,222
-348
33
$5.98M 1.14%
108,779
-53
34
$5.87M 1.12%
116,346
+905
35
$5.77M 1.1%
54,188
+834
36
$5.76M 1.09%
131,226
+2,655
37
$5.48M 1.04%
31,828
+546
38
$5.46M 1.04%
31,765
+1,353
39
$5.41M 1.03%
32,811
+260
40
$5.22M 0.99%
18,839
+168
41
$5.13M 0.97%
108,019
+131
42
$4.85M 0.92%
130,007
+3,240
43
$4.8M 0.91%
34,458
+1
44
$4.78M 0.91%
5,278
-171
45
$4.77M 0.91%
49,155
+16
46
$4.55M 0.86%
52,086
+691
47
$4.53M 0.86%
22,921
+399
48
$4.39M 0.83%
35,539
-911
49
$4.28M 0.81%
13,917
+412
50
$4.23M 0.8%
55,866
+277
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