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

Top Buys

1 +$2.04M
2 +$1.03M
3 +$721K
4
LFUS icon
Littelfuse
LFUS
+$246K
5
BKNG icon
Booking.com
BKNG
+$227K

Top Sells

1 +$1.75M
2 +$924K
3 +$746K
4
KMI icon
Kinder Morgan
KMI
+$258K
5
CULP icon
Culp, Inc. Common Stock
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
-24,553