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
$178M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$216K
3
+$56.7K
4
EBAY icon
eBay
EBAY
+$43.8K
5
AAPL icon
Apple
AAPL
+$31.3K

Top Sells

1
+$3.51M
2
+$1.97M
3
+$1.22M
4
EPD icon
Enterprise Products Partners
EPD
+$202K
5
BCR
CR Bard Inc.
BCR
+$73.3K

Sector Composition

1 Technology 23.31%
2 Industrials 15.67%
3 Consumer Discretionary 12.84%
4 Healthcare 12.45%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.86%
29,277
+50
52
$1.51M 0.85%
32,649
+30
53
$1.49M 0.84%
14,289
-5
54
$1.49M 0.84%
33,195
+110
55
$1.31M 0.74%
31,050
-10
56
$1.24M 0.69%
18,915
+90
57
$1.07M 0.6%
19,347
+173
58
$1.05M 0.59%
36,887
+133
59
$928K 0.52%
17,117
+111
60
$680K 0.38%
2,793
61
$628K 0.35%
7,774
-24,421
62
$589K 0.33%
5,407
63
$555K 0.31%
3,800
64
$429K 0.24%
18,504
-151,385
65
$347K 0.19%
3,798
66
$328K 0.18%
2,231
67
$314K 0.18%
20,000
68
$296K 0.17%
4,150
69
$294K 0.17%
10,746
70
$286K 0.16%
6,160
71
$268K 0.15%
5,977
72
$216K 0.12%
+1,276
73
– –
-13,443
74
– –
-7,310
1 2
3