HPIA
Hamilton Point Investment Advisors Portfolio holdings
AUM
$607M
1-Year Return
16.42%
This Quarter Return
+0.79%
1 Year Return
+16.42%
3 Year Return
+68.25%
5 Year Return
+120.39%
10 Year Return
+289.07%
AUM
$556M
AUM Growth
+$1.75M
(+0.32%)
Cap. Flow
+$7.46M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
35.98%
Holding
169
New
9
Increased
58
Reduced
37
Closed
13
Top Buys
| 1 |
Nice
NICE
|
$4.51M |
| 2 |
Medtronic
MDT
|
$4.35M |
| 3 |
Verizon
VZ
|
$2.87M |
| 4 |
iShares Gold Trust
IAU
|
$2.05M |
| 5 |
Pfizer
PFE
|
$695K |
Top Sells
| 1 |
Texas Instruments
TXN
|
$3.79M |
| 2 |
Emcor
EME
|
$3.55M |
| 3 |
Walmart
WMT
|
$2.28M |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$526K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$213K |
Sector Composition
| 1 | Technology | 24.9% |
| 2 | Financials | 18.59% |
| 3 | Industrials | 18.53% |
| 4 | Healthcare | 10.19% |
| 5 | Consumer Staples | 6.62% |
