HPIA
Hamilton Point Investment Advisors Portfolio holdings
AUM
$607M
This Quarter Return
+8.76%
1 Year Return
+16.42%
3 Year Return
+68.25%
5 Year Return
+120.39%
10 Year Return
+289.07%
AUM
$554M
AUM Growth
+$554M
(+7.6%)
Cap. Flow
+$2.33M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
36.07%
Holding
160
New
18
Increased
16
Reduced
56
Closed
3
Top Buys
| 1 |
Williams-Sonoma
WSM
|
$4.4M |
| 2 |
IBM
IBM
|
$2.39M |
| 3 |
Pfizer
PFE
|
$1.19M |
| 4 |
Marsh & McLennan
MMC
|
$506K |
| 5 |
JGRW
Jensen Quality Growth ETF
JGRW
|
$463K |
Top Sells
| 1 |
PepsiCo
PEP
|
$4.36M |
| 2 |
Pool Corp
POOL
|
$455K |
| 3 |
NVIDIA
NVDA
|
$231K |
| 4 |
Emcor
EME
|
$226K |
| 5 |
Seagate
STX
|
$220K |
Sector Composition
| 1 | Technology | 25.83% |
| 2 | Industrials | 19.58% |
| 3 | Financials | 16.42% |
| 4 | Healthcare | 10.2% |
| 5 | Consumer Discretionary | 7.22% |
