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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
101
$390K 0.06%
403
+2
102
$366K 0.06%
5,694
-1,000
103
$365K 0.06%
2,351
-600
104
$363K 0.06%
1,261
105
$363K 0.06%
2,765
106
$359K 0.06%
1,808
+39
107
$350K 0.05%
13,823
108
$330K 0.05%
4,128
109
$320K 0.05%
2,583
+1
110
$319K 0.05%
5,318
111
$314K 0.05%
1,478
112
$309K 0.05%
5,988
113
$308K 0.05%
1,095
+68
114
$303K 0.05%
817
+19
115
$278K 0.04%
488
116
$273K 0.04%
2,879
+1
117
$272K 0.04%
2,520
118
$271K 0.04%
+2,020
119
$248K 0.04%
506
+37
120
$244K 0.04%
1,732
121
$243K 0.04%
314
122
$237K 0.04%
+220
123
$234K 0.04%
10,072
+6,724
124
$234K 0.04%
5,043
125
$228K 0.04%
+6,808
3 4
5
6 7