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
$418M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.55M
3
+$1.29M
4
TYL icon
Tyler Technologies
TYL
+$508K
5
RELX icon
RELX
RELX
+$445K

Top Sells

1
+$2.8M
2
+$2.2M
3
+$988K
4
CHD icon
Church & Dwight Co
CHD
+$969K
5
MSFT icon
Microsoft
MSFT
+$941K

Sector Composition

1 Technology 27.76%
2 Industrials 20.49%
3 Healthcare 13.01%
4 Consumer Staples 10.06%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.67%
70,398
-3,105
52
$2.8M 0.67%
43,917
-852
53
$2.79M 0.67%
5,945
+805
54
$2.61M 0.63%
70,287
-1,797
55
$2.51M 0.6%
209,274
+107,585
56
$2.28M 0.55%
17,049
-474
57
$1.95M 0.47%
42,638
-961
58
$1.55M 0.37%
+3
59
$1.55M 0.37%
36,610
+3,750
60
$1.53M 0.37%
58,665
-648
61
$1.52M 0.36%
3,800
62
$1.23M 0.29%
10,559
-131
63
$1.2M 0.29%
2,940
64
$1.16M 0.28%
1,471
65
$1.14M 0.27%
5,556
66
$1.09M 0.26%
10,003
+606
67
$1.06M 0.25%
6,972
68
$908K 0.22%
6,742
69
$897K 0.21%
3,975
-252
70
$873K 0.21%
7,668
71
$858K 0.21%
14,139
+800
72
$795K 0.19%
3,160
73
$716K 0.17%
19,525
-272
74
$681K 0.16%
2,476
-10
75
$636K 0.15%
7,094
+1,600
1 2
3
4 5