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
$554M
AUM Growth
+$99.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1 +$4.45M
2 +$1.06M
3 +$744K
4
UNH icon
UnitedHealth
UNH
+$675K
5
MMC icon
Marsh & McLennan
MMC
+$527K

Top Sells

1 +$5.91M
2 +$681K
3 +$431K
4
HSY icon
Hershey
HSY
+$326K
5
NICE icon
Nice
NICE
+$293K

Sector Composition

1 Technology 26.15%
2 Industrials 19.82%
3 Financials 17.21%
4 Healthcare 8.96%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$127K 0.02%
5,601
127
$105K 0.02%
814
128
$84.6K 0.01%
377
129
$77.3K 0.01%
1,022
-967
130
$71.4K 0.01%
323
131
$61.9K 0.01%
3,348
132
$61.6K 0.01%
386
133
$59.8K 0.01%
472
134
$45.9K 0.01%
213
135
$43.9K 0.01%
333
136
$38.2K 0.01%
446
-360
137
$34.4K 0.01%
1,483
+589
138
$33.4K 0.01%
1,293
+229
139
$24.9K ﹤0.01%
840
140
$24.3K ﹤0.01%
835
141
$24.1K ﹤0.01%
725
142
$13.3K ﹤0.01%
220
143
$13.2K ﹤0.01%
387
144
$13.2K ﹤0.01%
+258
145
$12.9K ﹤0.01%
+147
146
$12.8K ﹤0.01%
+34
147
$11.9K ﹤0.01%
+48
148
$10.1K ﹤0.01%
+36
149
$9.51K ﹤0.01%
+48
150
$9.46K ﹤0.01%
105