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
$512M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$2.07M
3
+$906K
4
DELL icon
Dell
DELL
+$231K
5
CVX icon
Chevron
CVX
+$217K

Top Sells

1
+$9.85M
2
+$5.35M
3
+$4.88M
4
EME icon
Emcor
EME
+$4.08M
5
VITL icon
Vital Farms
VITL
+$2.23M

Sector Composition

1 Technology 25.29%
2 Industrials 19.61%
3 Financials 16.76%
4 Healthcare 10.14%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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158
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160
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3 4 5 6
7