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HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $649M
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$2.56M
3
+$482K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$225K
5
LRCX icon
Lam Research
LRCX
+$214K

Top Sells

1
+$4.05M
2
+$3.58M
3
+$3.46M
4
NFLX icon
Netflix
NFLX
+$209K
5
MKL icon
Markel Group
MKL
+$204K

Sector Composition

1 Technology 25.31%
2 Industrials 17.51%
3 Financials 16.35%
4 Healthcare 7.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.61M 1.19%
29,366
-39
27
$7.57M 1.18%
17,917
+34
28
$7.49M 1.17%
156,850
+2,900
29
$7.48M 1.17%
40,316
+70
30
$7.45M 1.16%
38,103
-86
31
$7.31M 1.14%
114,975
+361
32
$7.18M 1.12%
104,940
-1
33
$6.77M 1.06%
65,689
-40
34
$6.75M 1.05%
47,633
+490
35
$6.51M 1.02%
18,445
-41
36
$6.2M 0.97%
92,996
+1,368
37
$6.12M 0.96%
24,812
-182
38
$6.06M 0.95%
51,639
+131
39
$5.96M 0.93%
31,917
-38
40
$5.7M 0.89%
30,450
-45
41
$5.5M 0.86%
125,249
+1,199
42
$5.48M 0.86%
10,993
-20
43
$5.45M 0.85%
22,775
+68
44
$5.28M 0.82%
13,071
+51
45
$5.28M 0.82%
23,893
+94
46
$5.26M 0.82%
131,824
+799
47
$4.75M 0.74%
7,109
48
$4.71M 0.73%
33,707
+161
49
$4.66M 0.73%
113,343
+3,943
50
$4.59M 0.72%
47,823
+448
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