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
$369M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.69M
3
+$1.57M
4
COF icon
Capital One
COF
+$209K
5
SYK icon
Stryker
SYK
+$206K

Top Sells

1
+$7.36M
2
+$1.63M
3
+$83.1K
4
CSCO icon
Cisco
CSCO
+$65K
5
WM icon
Waste Management
WM
+$49.3K

Sector Composition

1 Technology 26.11%
2 Industrials 15.66%
3 Healthcare 13.05%
4 Consumer Discretionary 12.32%
5 Consumer Staples 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.21M 0.87%
147,699
+126
52
$2.75M 0.74%
66,530
+535
53
$2.58M 0.7%
31,634
+219
54
$2.38M 0.65%
17,022
+4
55
$2.13M 0.58%
16,716
+59
56
$1.92M 0.52%
36,730
-25
57
$1.69M 0.46%
+33,080
58
$1.57M 0.42%
+40,962
59
$1.56M 0.42%
3,800
60
$1.15M 0.31%
5,219
-42
61
$547K 0.15%
4,480
62
$470K 0.13%
8,379
63
$389K 0.11%
11,376
64
$364K 0.1%
6,672
65
$329K 0.09%
5,209
66
$320K 0.09%
1,819
67
$318K 0.09%
9,900
68
$316K 0.09%
20,000
69
$306K 0.08%
1,050
70
$272K 0.07%
1,402
-48
71
$261K 0.07%
820
72
$261K 0.07%
1,520
-40
73
$240K 0.07%
3,058
-147
74
$216K 0.06%
1,863
-70
75
$215K 0.06%
1,664
1 2
3
4