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

Top Buys

1
+$3.67M
2
+$456K
3
+$372K
4
MSFT icon
Microsoft
MSFT
+$292K
5
AVGO icon
Broadcom
AVGO
+$273K

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%
446
130
$40.6K 0.01%
333
131
$25.6K ﹤0.01%
725
132
$25.3K ﹤0.01%
1,064
133
$24.9K ﹤0.01%
835
134
$23.2K ﹤0.01%
840
135
$19.2K ﹤0.01%
894
136
$13.6K ﹤0.01%
387
137
$12.6K ﹤0.01%
220
138
$9.18K ﹤0.01%
345
139
$7.81K ﹤0.01%
348
140
$7.64K ﹤0.01%
214
141
$3.71K ﹤0.01%
184
142
$2.63K ﹤0.01%
12
143
– –
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144
– –
-195
145
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-434
146
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-643
147
– –
-2,862
148
– –
-57,366
149
– –
-42,059
150
– –
-98,094
3 4 5
6
7