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
$418M
AUM Growth
+$7.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.55M
3
+$1.29M
4
TYL icon
Tyler Technologies
TYL
+$508K
5
RELX icon
RELX
RELX
+$445K

Top Sells

1
+$2.8M
2
+$2.2M
3
+$988K
4
CHD icon
Church & Dwight Co
CHD
+$969K
5
MSFT icon
Microsoft
MSFT
+$941K

Sector Composition

1 Technology 27.76%
2 Industrials 20.49%
3 Healthcare 13.01%
4 Consumer Staples 10.06%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$103K 0.02%
814
127
$93.3K 0.02%
1,425
128
$89.4K 0.02%
814
129
$64K 0.02%
377
130
$59.8K 0.01%
600
131
$45.6K 0.01%
472
132
$42K 0.01%
386
133
$36.2K 0.01%
446
134
$36K 0.01%
213
135
$35.7K 0.01%
333
136
$29.2K 0.01%
147
137
$22.3K 0.01%
680
138
$22.2K 0.01%
584
139
$20.1K ﹤0.01%
143
140
$14.3K ﹤0.01%
59
141
$12.2K ﹤0.01%
220
142
$6.46K ﹤0.01%
60
143
– –
-1,229
144
– –
-6
145
– –
-131
146
– –
-86,668
147
– –
0
2 3 4 5
6