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
$515M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$460K
3
+$375K
4
NICE icon
Nice
NICE
+$278K
5
MSFT icon
Microsoft
MSFT
+$276K

Top Sells

1
+$2.28M
2
+$2.07M
3
+$1.68M
4
MDB icon
MongoDB
MDB
+$231K
5
CPRT icon
Copart
CPRT
+$212K

Sector Composition

1 Technology 26.01%
2 Industrials 19.2%
3 Financials 15.71%
4 Healthcare 10.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53.3K 0.01%
500
127
$52.5K 0.01%
213
128
$52.1K 0.01%
472
129
$40.7K 0.01%
892
130
$40.6K 0.01%
333
131
$25.6K 0.01%
725
132
$25.3K οΉ€0.01%
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133
$24.9K οΉ€0.01%
835
134
$23.2K οΉ€0.01%
840
135
$19.2K οΉ€0.01%
894
136
$13.6K οΉ€0.01%
387
137
$12.6K οΉ€0.01%
220
138
$9.18K οΉ€0.01%
345
139
$7.81K οΉ€0.01%
348
140
$7.64K οΉ€0.01%
214
141
$3.71K οΉ€0.01%
184
142
$2.63K οΉ€0.01%
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149
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150
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3 4 5
6
7