HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$2.07M
3
+$906K
4
DELL icon
Dell
DELL
+$231K
5
CVX icon
Chevron
CVX
+$217K

Top Sells

1
+$9.85M
2
+$5.35M
3
+$4.88M
4
EME icon
Emcor
EME
+$4.08M
5
VITL icon
Vital Farms
VITL
+$2.23M

Sector Composition

1 Technology 25.29%
2 Industrials 19.61%
3 Financials 16.76%
4 Healthcare 10.14%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67.9K 0.01%
323
-2,504
127
$65.3K 0.01%
3,348
128
$55.3K 0.01%
500
129
$53.9K 0.01%
472
130
$52.1K 0.01%
386
131
$48.1K 0.01%
213
132
$42.1K 0.01%
892
133
$41.9K 0.01%
333
134
$26.2K 0.01%
1,064
135
$25.8K 0.01%
725
136
$24K ﹤0.01%
840
137
$23.2K ﹤0.01%
835
138
$18.5K ﹤0.01%
894
139
$17.6K ﹤0.01%
+195
140
$13.7K ﹤0.01%
387
141
$12.7K ﹤0.01%
220
142
$9.96K ﹤0.01%
105
143
$8.71K ﹤0.01%
345
144
$7.82K ﹤0.01%
348
145
$7.66K ﹤0.01%
214
146
$3.73K ﹤0.01%
184
147
$2.74K ﹤0.01%
12
148
– –
-9,792
149
– –
-1,797
150
– –
-340
3 4 5
6
7