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
$411M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.96M
3
+$3.44M
4
LFUS icon
Littelfuse
LFUS
+$3.36M
5
MAIN icon
Main Street Capital
MAIN
+$1.46M

Top Sells

1
+$6.47M
2
+$4.72M
3
+$3.5M
4
VITL icon
Vital Farms
VITL
+$1.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.6K

Sector Composition

1 Technology 26.84%
2 Industrials 19.96%
3 Healthcare 13.86%
4 Consumer Staples 10.23%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$607K 0.15%
5,533
+1,198
77
$551K 0.13%
5,314
-459
78
$473K 0.11%
+3,428
79
$467K 0.11%
+2,616
80
$460K 0.11%
+5,494
81
$448K 0.11%
+1,393
82
$439K 0.11%
+1,067
83
$438K 0.11%
+2,845
84
$421K 0.1%
+4,266
85
$398K 0.1%
+4,530
86
$381K 0.09%
+1,364
87
$375K 0.09%
842
+53
88
$373K 0.09%
+1,953
89
$373K 0.09%
+3,611
90
$365K 0.09%
11,518
91
$363K 0.09%
1,176
+311
92
$361K 0.09%
+9,792
93
$356K 0.09%
10,905
-789
94
$333K 0.08%
+3,902
95
$324K 0.08%
+1,267
96
$310K 0.08%
1,052
+147
97
$299K 0.07%
+1,965
98
$296K 0.07%
+768
99
$285K 0.07%
+4,263
100
$273K 0.07%
+4,480
2 3
4
5 6