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
$420M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.7M
3
+$548K
4
EBAY icon
eBay
EBAY
+$416K
5
SBNY
Signature Bank
SBNY
+$410K

Top Sells

1
+$3.35M
2
+$2.98M
3
+$331K
4
PYPL icon
PayPal
PYPL
+$251K
5
SYK icon
Stryker
SYK
+$209K

Sector Composition

1 Technology 28.17%
2 Industrials 15%
3 Healthcare 12.72%
4 Consumer Discretionary 12.04%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.11M 0.74%
69,362
+1,643
52
$2.74M 0.65%
40,946
+817
53
$2.67M 0.63%
33,208
+975
54
$2.56M 0.61%
40,077
+6,362
55
$2.46M 0.59%
17,450
+464
56
$2.29M 0.55%
54,838
+13,106
57
$1.97M 0.47%
14,732
-2,480
58
$1.81M 0.43%
3,839
+15
59
$1.34M 0.32%
5,328
+28
60
$1.1M 0.26%
4,254
61
$689K 0.16%
4,760
+300
62
$660K 0.16%
38,429
+18,429
63
$514K 0.12%
1,862
64
$473K 0.11%
9,188
+809
65
$437K 0.1%
11,376
66
$397K 0.09%
+6,773
67
$389K 0.09%
6,572
-100
68
$372K 0.09%
897
+77
69
$372K 0.09%
9,900
70
$363K 0.09%
2,180
+300
71
$336K 0.08%
5,683
+25
72
$320K 0.08%
10,880
73
$313K 0.07%
5,109
-100
74
$297K 0.07%
2,109
+96
75
$282K 0.07%
1,819
1 2
3
4