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

Top Buys

1
+$1.92M
2
+$332K
3
+$248K
4
DE icon
Deere & Co
DE
+$248K
5
RTX icon
RTX Corp
RTX
+$232K

Top Sells

1
+$297K
2
+$279K
3
+$204K
4
UL icon
Unilever
UL
+$45.6K
5
LOW icon
Lowe's Companies
LOW
+$9.78K

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
– –
-10,880
1 2 3
4