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
$344M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$368K
3
+$304K
4
MSFT icon
Microsoft
MSFT
+$262K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$236K

Top Sells

1
+$297K
2
+$279K
3
+$204K
4
UL icon
Unilever
UL
+$45K
5
LOW icon
Lowe's Companies
LOW
+$10.8K

Sector Composition

1 Technology 24.2%
2 Industrials 18.87%
3 Healthcare 14.52%
4 Consumer Discretionary 12.18%
5 Consumer Staples 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,150
1 2 3
4