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
$495M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$6.08M
3
+$3.39M
4
VITL icon
Vital Farms
VITL
+$1.29M
5
VLTO icon
Veralto
VLTO
+$1.11M

Top Sells

1
+$2.68M
2
+$2.12M
3
+$1.16M
4
GWW icon
W.W. Grainger
GWW
+$124K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$123K

Sector Composition

1 Technology 24.91%
2 Industrials 19%
3 Financials 15.24%
4 Healthcare 12.32%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$130K 0.03%
1,672
127
$104K 0.02%
+5,601
128
$94.7K 0.02%
814
129
$90.4K 0.02%
1,425
130
$67.4K 0.01%
377
131
$61.9K 0.01%
+3,348
132
$54.1K 0.01%
500
133
$49.3K 0.01%
472
134
$47.4K 0.01%
386
135
$40.9K 0.01%
213
136
$38K 0.01%
333
137
$37.4K 0.01%
446
138
$25.1K 0.01%
+1,064
139
$24.5K ﹤0.01%
+725
140
$23.9K ﹤0.01%
680
141
$23.2K ﹤0.01%
+840
142
$22.7K ﹤0.01%
+835
143
$16.8K ﹤0.01%
+894
144
$13.5K ﹤0.01%
+387
145
$12.9K ﹤0.01%
220
146
$9.38K ﹤0.01%
+105
147
$8.55K ﹤0.01%
+345
148
$7.47K ﹤0.01%
+214
149
$7.18K ﹤0.01%
+348
150
$3.81K ﹤0.01%
+184
3 4 5
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