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
$411M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.96M
3
+$3.44M
4
LFUS icon
Littelfuse
LFUS
+$3.36M
5
MAIN icon
Main Street Capital
MAIN
+$1.46M

Top Sells

1
+$6.47M
2
+$4.72M
3
+$3.5M
4
VITL icon
Vital Farms
VITL
+$1.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$47.6K

Sector Composition

1 Technology 26.84%
2 Industrials 19.96%
3 Healthcare 13.86%
4 Consumer Staples 10.23%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.07%
+398
102
$264K 0.06%
+1,159
103
$262K 0.06%
+3,004
104
$255K 0.06%
4,700
105
$247K 0.06%
+3,201
106
$240K 0.06%
+1,065
107
$228K 0.06%
340
+30
108
$225K 0.05%
+4,500
109
$221K 0.05%
+1,797
110
$215K 0.05%
+750
111
$203K 0.05%
+1,101
112
$201K 0.05%
+2,790
113
$201K 0.05%
+3,020
114
$174K 0.04%
+20,300
115
$146K 0.04%
+1,128
116
$131K 0.03%
+866
117
$119K 0.03%
+477
118
$117K 0.03%
+1,672
119
$112K 0.03%
+1,571
120
$105K 0.03%
+814
121
$96.5K 0.02%
+1,425
122
$86.4K 0.02%
+814
123
$58K 0.01%
+600
124
$56.4K 0.01%
+377
125
$43K 0.01%
+472
2 3 4
5
6