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
$554M
AUM Growth
+$99.5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.06M
3
+$744K
4
UNH icon
UnitedHealth
UNH
+$675K
5
MMC icon
Marsh & McLennan
MMC
+$527K

Top Sells

1
+$5.91M
2
+$681K
3
+$431K
4
HSY icon
Hershey
HSY
+$326K
5
NICE icon
Nice
NICE
+$293K

Sector Composition

1 Technology 26.15%
2 Industrials 19.82%
3 Financials 17.21%
4 Healthcare 8.96%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.19K ﹤0.01%
345
152
$8.24K ﹤0.01%
348
153
$7.35K ﹤0.01%
214
154
$6.2K ﹤0.01%
+264
155
$5.92K ﹤0.01%
+229
156
$3.88K ﹤0.01%
184
157
$2.88K ﹤0.01%
12
158
$2.45K ﹤0.01%
+54
159
$1.49K ﹤0.01%
+57
160
– –
-1,411
161
– –
-199,178
162
– –
-4,500
163
– –
-500
164
– –
0
165
– –
-2,876
166
– –
-655
167
– –
-2,263
168
– –
-5,010
169
– –
-248
170
– –
-294
171
– –
-435
172
– –
-433
173
– –
-830
174
– –
-292
175
– –
-2,000
3 4 5 6
7