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
$554M
AUM Growth
+$99.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.06M
3
+$744K
4
UNH icon
UnitedHealth
UNH
+$675K
5
MMC icon
Marsh & McLennan
MMC
+$527K

Top Sells

1
+$5.91M
2
+$681K
3
+$431K
4
HSY icon
Hershey
HSY
+$326K
5
NICE icon
Nice
NICE
+$293K

Sector Composition

1 Technology 26.15%
2 Industrials 19.82%
3 Financials 17.21%
4 Healthcare 8.96%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$871K 0.15%
4,603
-57
77
$833K 0.15%
13,382
-547
78
$805K 0.14%
3,158
79
$785K 0.14%
1,361
80
$711K 0.13%
1,391
81
$710K 0.13%
6,604
+697
82
$673K 0.12%
38,429
83
$628K 0.11%
1,067
84
$619K 0.11%
3,655
+255
85
$536K 0.09%
269
86
$527K 0.09%
4,480
87
$526K 0.09%
+18,120
88
$526K 0.09%
4,319
+114
89
$515K 0.09%
2,129
+170
90
$510K 0.09%
1,050
+23
91
$490K 0.09%
788
+20
92
$485K 0.09%
2,476
-236
93
$442K 0.08%
1,136
+39
94
$431K 0.08%
736
+55
95
$423K 0.07%
1,823
+122
96
$407K 0.07%
7,094
97
$381K 0.07%
2,951
-837
98
$376K 0.07%
1,663
99
$364K 0.06%
1,965
100
$352K 0.06%
12,620
-643
2 3
4
5 6