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
$377M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$579K
3
+$430K
4
AAPL icon
Apple
AAPL
+$228K
5
NVDA icon
NVIDIA
NVDA
+$225K

Top Sells

1
+$203K
2
+$125K
3
+$118K
4
BR icon
Broadridge
BR
+$52K
5
RELX icon
RELX
RELX
+$50K

Sector Composition

1 Technology 26.01%
2 Industrials 15%
3 Healthcare 13.23%
4 Consumer Discretionary 12.13%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.06%
2,013
+150
77
$230K 0.06%
1,797
+133
78
$225K 0.06%
+10,880
79
$219K 0.06%
1,350
80
$209K 0.06%
790
81
– –
-4,150
1 2 3
4