HPIA
Hamilton Point Investment Advisors Portfolio holdings
AUM
$607M
1-Year Return
16.42%
This Quarter Return
+3.06%
1 Year Return
+16.42%
3 Year Return
+68.25%
5 Year Return
+120.39%
10 Year Return
+289.07%
AUM
$159M
AUM Growth
+$6.17M
(+4%)
Cap. Flow
+$3M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
26.46%
Holding
76
New
3
Increased
60
Reduced
4
Closed
3
Top Buys
| 1 |
Fortive
FTV
|
$2.5M |
| 2 |
Omnicom Group
OMC
|
$1.78M |
| 3 |
Amgen
AMGN
|
$1.28M |
| 4 |
Eaton
ETN
|
$624K |
| 5 |
Dell
DELL
|
$449K |
Top Sells
| 1 |
Perrigo
PRGO
|
$2.79M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$2.31M |
| 3 |
Southern Company
SO
|
$2.06M |
| 4 |
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% |