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
$377M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$579K
3
+$430K
4
AAPL icon
Apple
AAPL
+$228K
5
NVDA icon
NVIDIA
NVDA
+$225K

Top Sells

1
+$203K
2
+$125K
3
+$118K
4
BR icon
Broadridge
BR
+$52K
5
RELX icon
RELX
RELX
+$50K

Sector Composition

1 Technology 26.01%
2 Industrials 15%
3 Healthcare 13.23%
4 Consumer Discretionary 12.13%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.74%
67,719
+1,189
52
$2.68M 0.71%
40,129
+721
53
$2.32M 0.62%
32,233
+599
54
$2.29M 0.61%
17,212
+190
55
$2.07M 0.55%
16,986
+270
56
$1.99M 0.53%
33,715
+635
57
$1.68M 0.45%
37,032
+302
58
$1.63M 0.43%
3,824
+24
59
$1.6M 0.42%
41,732
+770
60
$1.04M 0.28%
5,300
+81
61
$863K 0.23%
4,254
+2,852
62
$596K 0.16%
4,460
-20
63
$446K 0.12%
8,379
64
$430K 0.11%
+1,862
65
$386K 0.1%
11,376
66
$353K 0.09%
6,672
67
$324K 0.09%
20,000
68
$309K 0.08%
1,880
+360
69
$308K 0.08%
1,819
70
$306K 0.08%
5,209
71
$294K 0.08%
9,900
72
$269K 0.07%
820
73
$257K 0.07%
3,390
+332
74
$251K 0.07%
964
-86
75
$243K 0.06%
5,658
+275
1 2
3
4