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
$159M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$1.78M
3 +$1.28M
4
ETN icon
Eaton
ETN
+$624K
5
DELL icon
Dell
DELL
+$449K

Top Sells

1 +$2.79M
2 +$2.31M
3 +$2.06M
4
DHR icon
Danaher
DHR
+$829K
5
PNY
PIEDMONT NATURAL GAS CO INC(NC
PNY
+$72K

Sector Composition

1 Technology 19.55%
2 Industrials 16.09%
3 Consumer Discretionary 14.21%
4 Healthcare 13.35%
5 Consumer Staples 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-84,824