HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$607M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$4.57M
3
+$3.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.2M
5
IAU icon
iShares Gold Trust
IAU
+$1.94M

Top Sells

1
+$3.37M
2
+$3.11M
3
+$843K
4
AXP icon
American Express
AXP
+$822K
5
AAPL icon
Apple
AAPL
+$811K

Sector Composition

1 Technology 24.71%
2 Industrials 18.02%
3 Financials 16.73%
4 Healthcare 8.1%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$924K 0.15%
5,802
77
$869K 0.14%
6,583
-100
78
$854K 0.14%
3,849
79
$845K 0.14%
4,794
-303
80
$830K 0.14%
2,724
+8
81
$812K 0.13%
10,150
+8
82
$810K 0.13%
4,415
-21
83
$807K 0.13%
1,361
84
$786K 0.13%
3,158
85
$768K 0.13%
1,391
86
$717K 0.12%
4,034
87
$714K 0.12%
6,620
+63
88
$663K 0.11%
1,067
89
$590K 0.1%
38,429
90
$544K 0.09%
736
91
$521K 0.09%
1,671
+67
92
$519K 0.09%
1,883
93
$509K 0.08%
768
94
$509K 0.08%
2,476
95
$502K 0.08%
1,719
96
$492K 0.08%
269
97
$476K 0.08%
1,027
98
$471K 0.08%
6,694
-400
99
$449K 0.07%
2,951
100
$417K 0.07%
1,261
2 3
4
5 6