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
$317M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.08M
3
+$230K
4
META icon
Meta Platforms (Facebook)
META
+$51.4K
5
DG icon
Dollar General
DG
+$45.2K

Top Sells

1
+$2.9M
2
+$916K
3
+$116K
4
CSCO icon
Cisco
CSCO
+$109K
5
ADP icon
Automatic Data Processing
ADP
+$95.8K

Sector Composition

1 Technology 30.29%
2 Industrials 14.71%
3 Healthcare 13.57%
4 Consumer Staples 11.75%
5 Consumer Discretionary 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.66%
+31,032
52
$2.02M 0.64%
16,795
+52
53
$1.69M 0.53%
36,154
-26
54
$1.67M 0.52%
16,450
-2
55
$1.63M 0.51%
36,549
-190
56
$1.25M 0.39%
3,800
57
$1.11M 0.35%
5,321
58
$739K 0.23%
22,917
+133
59
$454K 0.14%
5,180
-780
60
$417K 0.13%
8,379
-150
61
$385K 0.12%
7,013
62
$330K 0.1%
1,819
63
$318K 0.1%
11,376
-473
64
$299K 0.09%
9,900
65
$293K 0.09%
1,250
66
$254K 0.08%
1,560
67
$252K 0.08%
3,205
68
$233K 0.07%
1,450
-105
69
$230K 0.07%
+5,586
70
$230K 0.07%
20,000
71
$218K 0.07%
820
-18
72
$215K 0.07%
5,853
-316
73
$212K 0.07%
1,933
1 2
3