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
$107M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.82M
3
+$790K
4
ABEV icon
Ambev
ABEV
+$507K
5
GSK icon
GSK
GSK
+$311K

Top Sells

1
+$1.13M
2
+$1.1M
3
+$926K

Sector Composition

1 Consumer Staples 15.23%
2 Technology 13.67%
3 Industrials 13.56%
4 Healthcare 12.63%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 1%
32,761
+1,636
52
$1.07M 1%
18,994
+847
53
$1.06M 0.99%
18,434
+449
54
$1.02M 0.95%
40,580
+2,111
55
$988K 0.92%
18,331
+907
56
$955K 0.89%
24,346
+1,231
57
$934K 0.87%
22,200
+1,065
58
$921K 0.86%
22,963
+1,063
59
$840K 0.78%
23,740
+970
60
$815K 0.76%
18,550
+905
61
– –
-25,644
1 2
3