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
$346M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.7M
3
+$262K
4
EME icon
Emcor
EME
+$247K
5
SWKS icon
Skyworks Solutions
SWKS
+$235K

Top Sells

1
+$3.3M
2
+$1.45M
3
+$72.2K
4
PYPL icon
PayPal
PYPL
+$48.6K
5
DHR icon
Danaher
DHR
+$30.8K

Sector Composition

1 Technology 28.31%
2 Industrials 15.85%
3 Healthcare 13.2%
4 Consumer Discretionary 12.1%
5 Consumer Staples 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.11M 0.9%
11,912
+216
52
$2.6M 0.75%
65,995
+43,078
53
$2.53M 0.73%
31,415
+383
54
$2.17M 0.63%
17,018
+223
55
$1.94M 0.56%
16,657
+207
56
$1.69M 0.49%
36,755
+206
57
$1.63M 0.47%
36,586
+432
58
$1.34M 0.39%
3,800
59
$1.16M 0.34%
5,261
-60
60
$536K 0.15%
8,379
61
$462K 0.13%
4,480
-700
62
$354K 0.1%
6,672
-341
63
$349K 0.1%
11,376
64
$336K 0.1%
1,819
65
$318K 0.09%
9,900
66
$293K 0.08%
20,000
67
$291K 0.08%
5,209
-377
68
$276K 0.08%
1,450
69
$255K 0.07%
1,050
-200
70
$250K 0.07%
820
71
$241K 0.07%
1,560
72
$238K 0.07%
3,205
73
$232K 0.07%
1,933
74
$221K 0.06%
+1,664
75
$212K 0.06%
5,853
1 2
3