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HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $649M
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$2.56M
3
+$482K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$225K
5
LRCX icon
Lam Research
LRCX
+$214K

Top Sells

1
+$4.05M
2
+$3.58M
3
+$3.46M
4
NFLX icon
Netflix
NFLX
+$209K
5
MKL icon
Markel Group
MKL
+$204K

Sector Composition

1 Technology 25.31%
2 Industrials 17.51%
3 Financials 16.35%
4 Healthcare 7.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.42M 0.69%
173,381
+1,063
52
$4.36M 0.68%
18,700
-79
53
$4.01M 0.63%
31,629
+77
54
$3.89M 0.61%
48,683
+54
55
$3.88M 0.61%
20,727
+147
56
$3.83M 0.6%
5,015
-46
57
$3.81M 0.6%
20,755
-123
58
$3.66M 0.57%
52,173
+79
59
$3.2M 0.5%
28,563
+225
60
$2.79M 0.43%
42,206
+182
61
$2.63M 0.41%
5,235
-170
62
$1.85M 0.29%
3,808
63
$1.75M 0.27%
2,845
+10
64
$1.42M 0.22%
6,134
+1
65
$1.35M 0.21%
49,524
-870
66
$1.31M 0.21%
9,813
+52
67
$1.22M 0.19%
5,145
68
$1.22M 0.19%
1,276
-100
69
$1.18M 0.18%
4,845
+51
70
$1.07M 0.17%
9,136
71
$1.03M 0.16%
5,126
+47
72
$1.01M 0.16%
2,846
+122
73
$998K 0.16%
6,168
-500
74
$975K 0.15%
4,439
+42
75
$967K 0.15%
3,849
1 2
3
4 5