HPIA
Hamilton Point Investment Advisors Portfolio holdings
AUM
$607M
This Quarter Return
+6.11%
1 Year Return
+16.42%
3 Year Return
+68.25%
5 Year Return
+120.39%
10 Year Return
+289.07%
AUM
$418M
AUM Growth
+$418M
(+1.7%)
Cap. Flow
-$13.3M
Cap. Flow
% of AUM
-3.17%
Top 10 Holdings %
Top 10 Hldgs %
29.71%
Holding
147
New
7
Increased
10
Reduced
65
Closed
4
Top Buys
| 1 |
EOG Resources
EOG
|
$2.89M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$1.55M |
| 3 |
Vital Farms
VITL
|
$1.29M |
| 4 |
Tyler Technologies
TYL
|
$508K |
| 5 |
RELX
RELX
|
$445K |
Top Sells
| 1 |
Leggett & Platt
LEG
|
$2.8M |
| 2 |
Apple
AAPL
|
$2.2M |
| 3 |
SPDR Gold Trust
GLD
|
$988K |
| 4 |
Church & Dwight Co
CHD
|
$969K |
| 5 |
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% |
