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
101
$350K 0.06%
1,267
102
$338K 0.06%
2,728
+524
103
$319K 0.06%
1,099
-190
104
$311K 0.05%
1,180
+21
105
$291K 0.05%
807
+4
106
$287K 0.05%
414
107
$285K 0.05%
2,474
108
$271K 0.05%
5,043
109
$269K 0.05%
+2,500
110
$264K 0.05%
1,478
111
$255K 0.05%
5,798
-493
112
$242K 0.04%
459
+25
113
$237K 0.04%
+2,883
114
$234K 0.04%
2,333
115
$227K 0.04%
+4,750
116
$224K 0.04%
545
+98
117
$218K 0.04%
20,300
118
$213K 0.04%
2,390
119
$210K 0.04%
+3,652
120
$209K 0.04%
+1,950
121
$208K 0.04%
1,439
122
$207K 0.04%
890
+24
123
$201K 0.04%
2,324
124
$165K 0.03%
1,200
+72
125
$148K 0.03%
1,672
3 4
5
6 7