HPIA
Hamilton Point Investment Advisors Portfolio holdings
AUM
$607M
1-Year Return
16.42%
This Quarter Return
-17.88%
1 Year Return
+16.42%
3 Year Return
+68.25%
5 Year Return
+120.39%
10 Year Return
+289.07%
AUM
$215M
AUM Growth
-$47.9M
(-18%)
Cap. Flow
-$3.67M
Cap. Flow
% of AUM
-1.71%
Top 10 Holdings %
Top 10 Hldgs %
30.13%
Holding
76
New
4
Increased
52
Reduced
4
Closed
12
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$4.36M |
| 2 |
Skyworks Solutions
SWKS
|
$4.07M |
| 3 |
F5
FFIV
|
$3.35M |
| 4 |
American Express
AXP
|
$3.27M |
| 5 |
PepsiCo
PEP
|
$2.85M |
Top Sells
| 1 |
Booking.com
BKNG
|
$5.08M |
| 2 |
Phillips 66
PSX
|
$4.62M |
| 3 |
Charles Schwab
SCHW
|
$4.62M |
| 4 |
Fortive
FTV
|
$4.29M |
| 5 |
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% |