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
$363M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.69M
3
+$310K
4
BLK icon
Blackrock
BLK
+$220K
5
AAPL icon
Apple
AAPL
+$213K

Top Sells

1
+$6.26M
2
+$2.03M
3
+$289K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$72.8K
5
RIO icon
Rio Tinto
RIO
+$68.8K

Sector Composition

1 Technology 25.14%
2 Industrials 21.39%
3 Healthcare 14.85%
4 Consumer Staples 10.78%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.07%
4,700
-1,450
77
$220K 0.06%
+310
78
– –
-2,560
79
– –
-170,149
80
– –
-21,041
1 2 3
4