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
$185M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.31M
3
+$1.7M
4
WMT icon
Walmart
WMT
+$1.7M
5
BA icon
Boeing
BA
+$213K

Top Sells

1
+$2.84M
2
+$2.74M
3
+$1.4M
4
CMP icon
Compass Minerals
CMP
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$680K

Sector Composition

1 Technology 25.63%
2 Industrials 14.36%
3 Healthcare 12.32%
4 Consumer Discretionary 11.75%
5 Consumer Staples 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.87%
33,681
+486
52
$1.59M 0.86%
21,300
+255
53
$1.51M 0.82%
29,413
+196
54
$1.5M 0.81%
32,954
+305
55
$1.48M 0.8%
31,281
+231
56
$1.42M 0.77%
29,602
+325
57
$1.38M 0.75%
96,649
+1,285
58
$1.37M 0.74%
14,150
-14,443
59
$1.1M 0.6%
37,350
+463
60
$1.03M 0.56%
17,239
+122
61
$1.01M 0.55%
19,527
+180
62
$621K 0.34%
5,357
-50
63
$609K 0.33%
7,424
-350
64
$594K 0.32%
3,800
65
$453K 0.25%
18,404
-100
66
$363K 0.2%
3,798
67
$309K 0.17%
2,231
68
$306K 0.17%
20,000
69
$300K 0.16%
6,160
70
$295K 0.16%
4,150
71
$295K 0.16%
10,746
72
$271K 0.15%
5,977
73
$234K 0.13%
1,276
74
$213K 0.12%
+836
75
– –
-2,793
1 2
3
4