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

Top Buys

1
+$35.8M
2
+$5.76M
3
+$3.06M
4
VITL icon
Vital Farms
VITL
+$1.04M
5
VLTO icon
Veralto
VLTO
+$1.01M

Top Sells

1
+$2.68M
2
+$1.82M
3
+$1.07M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$123K
5
GWW icon
W.W. Grainger
GWW
+$115K

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
– –
-25,366
153
– –
-500
154
– –
-601
155
– –
-60
3 4 5 6
7