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
$607M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$4.57M
3
+$3.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.2M
5
IAU icon
iShares Gold Trust
IAU
+$1.94M

Top Sells

1
+$3.37M
2
+$3.11M
3
+$843K
4
AXP icon
American Express
AXP
+$822K
5
AAPL icon
Apple
AAPL
+$811K

Sector Composition

1 Technology 24.71%
2 Industrials 18.02%
3 Financials 16.73%
4 Healthcare 8.1%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.03%
1,446
-32
127
$204K 0.03%
+102
128
$187K 0.03%
20,300
129
$152K 0.03%
1,128
130
$143K 0.02%
1,555
-117
131
$133K 0.02%
5,601
132
$108K 0.02%
814
133
$91.4K 0.02%
1,022
134
$81.9K 0.01%
754
135
$74K 0.01%
3,348
136
$69.7K 0.01%
323
137
$66.9K 0.01%
386
138
$65.5K 0.01%
472
139
$50.9K 0.01%
167
140
$50.8K 0.01%
213
141
$49.1K 0.01%
333
142
$37.8K 0.01%
892
143
$29K ﹤0.01%
725
144
$27.6K ﹤0.01%
835
145
$26.9K ﹤0.01%
1,064
146
$24.3K ﹤0.01%
124
147
$24.1K ﹤0.01%
840
148
$21.8K ﹤0.01%
894
149
$21.4K ﹤0.01%
77
150
$20.8K ﹤0.01%
712
3 4 5
6
7