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
$515M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$456K
3
+$372K
4
MSFT icon
Microsoft
MSFT
+$292K
5
AVGO icon
Broadcom
AVGO
+$273K

Top Sells

1
+$2.28M
2
+$2.07M
3
+$1.68M
4
MDB icon
MongoDB
MDB
+$231K
5
CPRT icon
Copart
CPRT
+$212K

Sector Composition

1 Technology 26.01%
2 Industrials 19.2%
3 Financials 15.71%
4 Healthcare 10.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$684K 0.13%
1,361
-142
77
$680K 0.13%
5,907
+162
78
$668K 0.13%
1,391
79
$649K 0.12%
7,094
80
$584K 0.11%
1,067
81
$549K 0.1%
3,400
82
$507K 0.1%
38,429
83
$480K 0.09%
1,027
84
$454K 0.09%
2,476
85
$443K 0.08%
768
86
$443K 0.08%
4,263
87
$438K 0.08%
4,480
88
$432K 0.08%
4,205
-61
89
$424K 0.08%
414
+4
90
$421K 0.08%
1,959
91
$419K 0.08%
1,267
92
$404K 0.08%
1,174
+22
93
$400K 0.08%
269
94
$387K 0.07%
3,788
-742
95
$375K 0.07%
3,404
96
$367K 0.07%
13,263
97
$355K 0.07%
1,663
98
$343K 0.07%
681
99
$343K 0.07%
1,965
100
$341K 0.06%
2,474
2 3
4
5 6