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
126
$39.5K 0.01%
+1,229
127
$36.9K 0.01%
+446
128
$35.8K 0.01%
+386
129
$33.7K 0.01%
+333
130
$31.6K 0.01%
+213
131
$31.2K 0.01%
+131
132
$27.9K 0.01%
+147
133
$21.3K 0.01%
+680
134
$21.1K 0.01%
+584
135
$19.6K ﹤0.01%
+143
136
$13.4K ﹤0.01%
+59
137
$12.2K ﹤0.01%
+220
138
$6.62K ﹤0.01%
+60
139
$498 ﹤0.01%
+6
140
– –
-40,932
141
– –
-53,088
142
– –
0
143
– –
0
2 3 4 5
6