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
$284M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.05M
3
+$246K
4
HD icon
Home Depot
HD
+$233K
5
AMGN icon
Amgen
AMGN
+$220K

Top Sells

1
+$1.53M
2
+$268K
3
+$136K
4
CSCO icon
Cisco
CSCO
+$30.8K
5
KO icon
Coca-Cola
KO
+$24.9K

Sector Composition

1 Technology 30.78%
2 Healthcare 14.46%
3 Industrials 13.48%
4 Consumer Staples 13.14%
5 Consumer Discretionary 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.61%
36,180
+212
52
$1.58M 0.56%
16,452
+205
53
$1.53M 0.54%
36,739
+91
54
$1.37M 0.48%
3,800
55
$1.05M 0.37%
5,321
56
$678K 0.24%
22,784
+353
57
$442K 0.16%
8,529
+380
58
$437K 0.15%
5,960
+340
59
$349K 0.12%
7,013
-500
60
$298K 0.11%
11,849
61
$258K 0.09%
1,555
62
$256K 0.09%
3,205
63
$256K 0.09%
9,900
64
$246K 0.09%
+1,250
65
$246K 0.09%
1,560
+60
66
$233K 0.08%
+838
67
$226K 0.08%
1,819
68
$215K 0.08%
+6,169
69
$212K 0.07%
20,000
70
$210K 0.07%
+1,933
71
– –
-5,999
72
– –
-27,756
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