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
$495M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$6.08M
3
+$3.39M
4
VITL icon
Vital Farms
VITL
+$1.29M
5
VLTO icon
Veralto
VLTO
+$1.11M

Top Sells

1
+$2.68M
2
+$2.12M
3
+$1.16M
4
GWW icon
W.W. Grainger
GWW
+$124K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$123K

Sector Composition

1 Technology 24.91%
2 Industrials 19%
3 Financials 15.24%
4 Healthcare 12.32%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.56K ﹤0.01%
12
152
– –
-60
153
– –
-601
154
– –
-500
155
– –
-25,366
3 4 5 6
7