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
$515M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$456K
3
+$372K
4
MSFT icon
Microsoft
MSFT
+$292K
5
AVGO icon
Broadcom
AVGO
+$273K

Top Sells

1
+$2.28M
2
+$2.07M
3
+$1.68M
4
MDB icon
MongoDB
MDB
+$231K
5
CPRT icon
Copart
CPRT
+$212K

Sector Composition

1 Technology 26.01%
2 Industrials 19.2%
3 Financials 15.71%
4 Healthcare 10.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$336K 0.06%
1,159
102
$328K 0.06%
1,289
103
$274K 0.05%
803
+40
104
$273K 0.05%
+1,700
105
$263K 0.05%
4,500
106
$225K 0.04%
1,439
107
$218K 0.04%
+5,043
108
$217K 0.04%
7,022
109
$216K 0.04%
+2,020
110
$210K 0.04%
+412
111
$205K 0.04%
+5,010
112
$205K 0.04%
1,478
113
$201K 0.04%
1,950
114
$196K 0.04%
866
115
$167K 0.03%
447
116
$164K 0.03%
1,128
117
$156K 0.03%
1,989
118
$136K 0.03%
1,672
119
$118K 0.02%
5,601
120
$98.3K 0.02%
814
121
$85.7K 0.02%
20,300
122
$68.8K 0.01%
377
123
$65.5K 0.01%
323
124
$64.9K 0.01%
3,348
125
$58.1K 0.01%
386
3 4
5
6 7