HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$607M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$4.57M
3
+$3.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.2M
5
IAU icon
iShares Gold Trust
IAU
+$1.94M

Top Sells

1
+$3.37M
2
+$3.11M
3
+$843K
4
AXP icon
American Express
AXP
+$822K
5
AAPL icon
Apple
AAPL
+$811K

Sector Composition

1 Technology 24.71%
2 Industrials 18.02%
3 Financials 16.73%
4 Healthcare 8.1%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.69%
172,318
-3,278
52
$4.16M 0.69%
47,375
-616
53
$4.1M 0.68%
33,546
-1,436
54
$4.05M 0.67%
13,883
-640
55
$3.95M 0.65%
5,061
-19
56
$3.8M 0.63%
18,779
-743
57
$3.72M 0.61%
52,094
-3,678
58
$3.58M 0.59%
+92,934
59
$3.46M 0.57%
48,685
-2,884
60
$3.42M 0.56%
20,580
-254
61
$3.39M 0.56%
28,338
-831
62
$2.63M 0.43%
5,405
+10
63
$2.45M 0.4%
42,024
-2,361
64
$2.01M 0.33%
3,808
65
$1.62M 0.27%
2,835
-20
66
$1.43M 0.24%
1,376
67
$1.34M 0.22%
50,394
-637
68
$1.33M 0.22%
9,761
-97
69
$1.18M 0.19%
5,145
70
$1.14M 0.19%
6,133
-12
71
$1.11M 0.18%
5,079
-95
72
$970K 0.16%
2,284
+6
73
$965K 0.16%
4,397
+19
74
$946K 0.16%
6,668
-1,000
75
$939K 0.15%
13,180
-49
1 2
3
4 5