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
$420M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.77M
3
+$542K
4
EBAY icon
eBay
EBAY
+$446K
5
TFC icon
Truist Financial
TFC
+$414K

Top Sells

1
+$3.35M
2
+$2.98M
3
+$311K
4
PYPL icon
PayPal
PYPL
+$251K
5
SYK icon
Stryker
SYK
+$209K

Sector Composition

1 Technology 28.17%
2 Industrials 15%
3 Healthcare 12.72%
4 Consumer Discretionary 12.04%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.07%
3,549
+159
77
$258K 0.06%
1,778
+428
78
$245K 0.06%
+655
79
$234K 0.06%
1,797
80
$230K 0.05%
+769
81
– –
-790
82
– –
-145,869
83
– –
-80,222
84
– –
-964
1 2 3
4