HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
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
+$5.12M
2
+$4.86M
3
+$4.45M
4
FFIV icon
F5
FFIV
+$3.84M
5
PEP icon
PepsiCo
PEP
+$3.21M

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
1 2 3
4