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
$215M
AUM Growth
-$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$4.07M
3 +$3.35M
4
AXP icon
American Express
AXP
+$3.27M
5
PEP icon
PepsiCo
PEP
+$2.85M

Top Sells

1 +$5.08M
2 +$4.62M
3 +$4.62M
4
FTV icon
Fortive
FTV
+$4.29M
5
CVX icon
Chevron
CVX
+$3.25M

Sector Composition

1 Technology 30.73%
2 Healthcare 15.21%
3 Industrials 14.01%
4 Consumer Staples 13%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,150