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
$259M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.54M
3
+$2.59M
4
CSCO icon
Cisco
CSCO
+$2.39M
5
AXP icon
American Express
AXP
+$2.19M

Top Sells

1
+$4.33M
2
+$2.9M
3
+$2.86M
4
K icon
Kellanova
K
+$2.79M
5
DE icon
Deere & Co
DE
+$2.35M

Sector Composition

1 Technology 31.43%
2 Healthcare 14.18%
3 Consumer Staples 12.8%
4 Industrials 12.76%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.59%
27,756
+481
52
$1.43M 0.55%
16,247
+208
53
$1.3M 0.5%
36,648
+616
54
$1.25M 0.48%
3,800
55
$900K 0.35%
5,321
-36
56
$703K 0.27%
22,431
+322
57
$488K 0.19%
8,149
+100
58
$398K 0.15%
5,620
+580
59
$339K 0.13%
7,513
60
$280K 0.11%
11,849
61
$268K 0.1%
5,999
62
$238K 0.09%
3,205
63
$230K 0.09%
+9,900
64
$210K 0.08%
+1,555
65
$207K 0.08%
+1,500
66
$203K 0.08%
+1,819
67
$191K 0.07%
20,000
68
– –
-33,049
69
– –
-49,628
1 2
3