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
$369M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$1.69M
3
+$1.57M
4
COF icon
Capital One
COF
+$209K
5
SYK icon
Stryker
SYK
+$206K

Top Sells

1
+$7.36M
2
+$1.63M
3
+$83.1K
4
CSCO icon
Cisco
CSCO
+$65K
5
WM icon
Waste Management
WM
+$49.3K

Sector Composition

1 Technology 26.11%
2 Industrials 15.66%
3 Healthcare 13.05%
4 Consumer Discretionary 12.32%
5 Consumer Staples 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.06%
5,383
-470
77
$209K 0.06%
+1,350
78
$206K 0.06%
+790
79
$203K 0.06%
+4,150
80
– –
-36,586
81
– –
-65,772
1 2 3
4