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
$185M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.31M
3
+$1.7M
4
WMT icon
Walmart
WMT
+$1.7M
5
BA icon
Boeing
BA
+$213K

Top Sells

1
+$2.84M
2
+$2.74M
3
+$1.4M
4
CMP icon
Compass Minerals
CMP
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$680K

Sector Composition

1 Technology 25.63%
2 Industrials 14.36%
3 Healthcare 12.32%
4 Consumer Discretionary 11.75%
5 Consumer Staples 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-18,915
77
– –
-17,497
1 2 3
4