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
$411M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.96M
3
+$3.44M
4
LFUS icon
Littelfuse
LFUS
+$3.36M
5
MAIN icon
Main Street Capital
MAIN
+$1.46M

Top Sells

1
+$6.47M
2
+$4.72M
3
+$3.5M
4
VITL icon
Vital Farms
VITL
+$1.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.6K

Sector Composition

1 Technology 26.84%
2 Industrials 19.96%
3 Healthcare 13.86%
4 Consumer Staples 10.23%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.17M 0.77%
44,769
+2,676
52
$2.8M 0.68%
72,084
+1,484
53
$2.8M 0.68%
86,668
+1,322
54
$2.42M 0.59%
43,599
+752
55
$2.3M 0.56%
17,523
+348
56
$1.97M 0.48%
59,313
+583
57
$1.77M 0.43%
5,140
+2,770
58
$1.56M 0.38%
101,689
-78,311
59
$1.4M 0.34%
+7,628
60
$1.31M 0.32%
3,800
61
$1.15M 0.28%
10,690
+5,970
62
$1.12M 0.27%
5,556
+252
63
$1.11M 0.27%
+2,940
64
$1.07M 0.26%
6,742
+4,461
65
$1.04M 0.25%
6,972
+4,315
66
$1.01M 0.25%
+1,471
67
$952K 0.23%
9,397
+5,947
68
$913K 0.22%
32,860
+11,670
69
$845K 0.21%
4,227
-43
70
$834K 0.2%
13,339
+6,871
71
$808K 0.2%
19,797
+10,149
72
$773K 0.19%
+3,160
73
$752K 0.18%
+7,668
74
$664K 0.16%
38,429
75
$607K 0.15%
+2,486
1 2
3
4 5