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
$363M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.69M
3
+$310K
4
BLK icon
Blackrock
BLK
+$220K
5
AAPL icon
Apple
AAPL
+$213K

Top Sells

1
+$6.26M
2
+$2.03M
3
+$289K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$72.8K
5
RIO icon
Rio Tinto
RIO
+$68.8K

Sector Composition

1 Technology 25.14%
2 Industrials 21.39%
3 Healthcare 14.85%
4 Consumer Staples 10.78%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.77%
42,847
+601
52
$2.78M 0.77%
70,600
+71
53
$2.71M 0.75%
73,418
+718
54
$2.69M 0.74%
+180,000
55
$2.42M 0.67%
17,175
+96
56
$2.11M 0.58%
58,730
+716
57
$1.27M 0.35%
3,800
-24
58
$1.1M 0.3%
5,304
+4
59
$867K 0.24%
2,370
+8
60
$851K 0.23%
4,270
-3
61
$736K 0.2%
38,429
62
$527K 0.15%
4,720
+352
63
$509K 0.14%
5,773
-67
64
$494K 0.14%
9,648
-326
65
$478K 0.13%
4,335
+326
66
$411K 0.11%
6,468
-353
67
$403K 0.11%
2,657
+2
68
$379K 0.1%
3,450
+4
69
$369K 0.1%
2,281
+13
70
$361K 0.1%
11,518
71
$310K 0.09%
+21,190
72
$309K 0.09%
11,694
-423
73
$307K 0.08%
789
-111
74
$286K 0.08%
905
+6
75
$267K 0.07%
865
+96
1 2
3
4