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
$515M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$456K
3
+$372K
4
MSFT icon
Microsoft
MSFT
+$292K
5
AVGO icon
Broadcom
AVGO
+$273K

Top Sells

1
+$2.28M
2
+$2.07M
3
+$1.68M
4
MDB icon
MongoDB
MDB
+$231K
5
CPRT icon
Copart
CPRT
+$212K

Sector Composition

1 Technology 26.01%
2 Industrials 19.2%
3 Financials 15.71%
4 Healthcare 10.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.98M 0.76%
7,289
52
$3.94M 0.75%
33,211
+334
53
$3.67M 0.7%
+19,989
54
$3.64M 0.69%
28,902
+612
55
$3.44M 0.65%
123,114
+2,604
56
$3.42M 0.65%
101,563
+4,176
57
$2.91M 0.55%
44,163
-298
58
$2.91M 0.55%
70,571
+670
59
$2.76M 0.52%
15,940
+148
60
$1.85M 0.35%
4,539
61
$1.69M 0.32%
3,800
62
$1.46M 0.28%
2,903
63
$1.25M 0.24%
10,016
-79
64
$1.25M 0.24%
5,506
-50
65
$1.24M 0.24%
7,668
66
$1.24M 0.24%
1,376
67
$1.08M 0.2%
6,284
-204
68
$937K 0.18%
9,021
-126
69
$893K 0.17%
13,929
-118
70
$890K 0.17%
5,396
-29
71
$867K 0.16%
2,378
72
$861K 0.16%
3,907
-20
73
$849K 0.16%
4,660
74
$800K 0.15%
4,141
+218
75
$753K 0.14%
3,158
-20
1 2
3
4 5