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
101
$400K 0.07%
1,091
-6
102
$388K 0.06%
1,667
+4
103
$383K 0.06%
1,973
+8
104
$369K 0.06%
2,765
+9
105
$346K 0.06%
1,186
106
$326K 0.05%
+2,250
107
$323K 0.05%
4,480
108
$322K 0.05%
401
-13
109
$316K 0.05%
798
-5
110
$314K 0.05%
1,478
111
$305K 0.05%
2,582
+31
112
$303K 0.05%
5,318
113
$302K 0.05%
688
114
$292K 0.05%
13,823
-4
115
$283K 0.05%
5,988
116
$274K 0.05%
488
-5
117
$264K 0.04%
2,878
118
$239K 0.04%
+469
119
$236K 0.04%
5,043
120
$230K 0.04%
314
+13
121
$227K 0.04%
2,520
122
$225K 0.04%
+1,027
123
$219K 0.04%
1,732
124
$209K 0.03%
+1,560
125
$208K 0.03%
+211
3 4
5
6 7