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HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $649M
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$641M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$2.56M
3
+$482K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$225K
5
LRCX icon
Lam Research
LRCX
+$214K

Top Sells

1
+$4.05M
2
+$3.58M
3
+$3.46M
4
NFLX icon
Netflix
NFLX
+$209K
5
MKL icon
Markel Group
MKL
+$204K

Sector Composition

1 Technology 25.31%
2 Industrials 17.51%
3 Financials 16.35%
4 Healthcare 7.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.03%
4,481
+1
127
$214K 0.03%
+2,190
128
$210K 0.03%
1,355
-91
129
$209K 0.03%
+470
130
$205K 0.03%
221
+10
131
$181K 0.03%
20,300
132
$170K 0.03%
1,759
+204
133
$157K 0.02%
1,128
134
$114K 0.02%
814
135
$95.4K 0.01%
1,022
136
$90.3K 0.01%
754
137
$78.2K 0.01%
323
138
$75.6K 0.01%
386
139
$67.2K 0.01%
472
140
$57.7K 0.01%
213
141
$55K 0.01%
167
142
$51.4K 0.01%
333
143
$39.8K 0.01%
892
144
$31.1K ﹤0.01%
725
145
$30.2K ﹤0.01%
835
146
$29.7K ﹤0.01%
1,064
147
$26.2K ﹤0.01%
840
148
$26K ﹤0.01%
124
149
$23.5K ﹤0.01%
894
150
$22.9K ﹤0.01%
77
3 4 5
6
7