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
$418M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.55M
3
+$1.29M
4
TYL icon
Tyler Technologies
TYL
+$508K
5
RELX icon
RELX
RELX
+$445K

Top Sells

1
+$2.8M
2
+$2.2M
3
+$988K
4
CHD icon
Church & Dwight Co
CHD
+$969K
5
MSFT icon
Microsoft
MSFT
+$941K

Sector Composition

1 Technology 27.76%
2 Industrials 20.49%
3 Healthcare 13.01%
4 Consumer Staples 10.06%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$581K 0.14%
1,704
+528
77
$566K 0.14%
5,273
-260
78
$536K 0.13%
38,429
79
$515K 0.12%
1,391
-2
80
$508K 0.12%
+1,219
81
$490K 0.12%
2,616
82
$483K 0.12%
3,400
-28
83
$476K 0.11%
1,067
84
$471K 0.11%
3,611
85
$464K 0.11%
2,845
86
$440K 0.11%
3,674
-1,640
87
$422K 0.1%
4,266
88
$405K 0.1%
1,953
89
$396K 0.09%
13,263
+1,745
90
$386K 0.09%
842
91
$385K 0.09%
1,289
-75
92
$379K 0.09%
4,530
93
$379K 0.09%
9,792
94
$372K 0.09%
2,088
-5,540
95
$358K 0.09%
10,691
-214
96
$356K 0.09%
1,267
97
$346K 0.08%
+843
98
$346K 0.08%
4,480
99
$340K 0.08%
768
100
$327K 0.08%
1,052
2 3
4
5 6