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
$144M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.08M
3 +$621K
4
LFUS icon
Littelfuse
LFUS
+$256K
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$227K

Top Sells

1 +$1.75M
2 +$924K
3 +$789K
4
KMI icon
Kinder Morgan
KMI
+$258K
5
CULP icon
Culp
CULP
+$212K

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 15.71%
3 Healthcare 15.64%
4 Industrials 13.05%
5 Consumer Staples 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-23,602