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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.06M
3
+$2.95M
4
EBAY icon
eBay
EBAY
+$2.67M
5
NKE icon
Nike
NKE
+$2.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.01%
2 Technology 15.26%
3 Industrials 14.02%
4 Consumer Discretionary 13.26%
5 Healthcare 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$978K 0.98%
+18,147
52
$963K 0.96%
+31,125
53
$948K 0.95%
+21,135
54
$947K 0.94%
+23,115
55
$926K 0.92%
+25,644
56
$907K 0.91%
+38,469
57
$890K 0.89%
+121,085
58
$755K 0.75%
+22,770
59
$725K 0.72%
+17,645
1 2
3