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HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $649M
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$2.56M
3
+$482K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$225K
5
LRCX icon
Lam Research
LRCX
+$214K

Top Sells

1
+$4.05M
2
+$3.58M
3
+$3.46M
4
NFLX icon
Netflix
NFLX
+$209K
5
MKL icon
Markel Group
MKL
+$204K

Sector Composition

1 Technology 25.31%
2 Industrials 17.51%
3 Financials 16.35%
4 Healthcare 7.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$934K 0.15%
6,078
+276
77
$920K 0.14%
6,553
-30
78
$881K 0.14%
13,180
79
$860K 0.13%
10,150
80
$836K 0.13%
1,391
81
$829K 0.13%
3,158
82
$756K 0.12%
4,034
83
$746K 0.12%
6,620
84
$714K 0.11%
1,067
85
$712K 0.11%
1,361
86
$644K 0.1%
25,067
+19,466
87
$644K 0.1%
1,953
+70
88
$620K 0.1%
3,821
-594
89
$602K 0.09%
38,429
90
$577K 0.09%
1,671
91
$573K 0.09%
6,144
92
$542K 0.08%
738
+2
93
$536K 0.08%
2,476
94
$533K 0.08%
2,250
95
$527K 0.08%
2,587
+614
96
$523K 0.08%
1,719
97
$513K 0.08%
1,027
98
$450K 0.07%
1,110
+19
99
$404K 0.06%
1,186
100
$403K 0.06%
269
2 3
4
5 6