HPIA
Hamilton Point Investment Advisors Portfolio holdings
AUM
$607M
This Quarter Return
-0.1%
1 Year Return
+16.42%
3 Year Return
+68.25%
5 Year Return
+120.39%
10 Year Return
+289.07%
AUM
$554M
AUM Growth
+$554M
(+0.02%)
Cap. Flow
+$5.06M
Cap. Flow
% of AUM
0.91%
Top 10 Holdings %
Top 10 Hldgs %
37.31%
Holding
175
New
17
Increased
82
Reduced
18
Closed
15
Top Buys
| 1 |
Eagle Materials
EXP
|
$4.45M |
| 2 |
Apple
AAPL
|
$1.06M |
| 3 |
JGRW
Jensen Quality Growth ETF
JGRW
|
$744K |
| 4 |
UnitedHealth
UNH
|
$675K |
| 5 |
Marsh & McLennan
MMC
|
$527K |
Top Sells
| 1 |
Gentex
GNTX
|
$5.91M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$681K |
| 3 |
Pfizer
PFE
|
$431K |
| 4 |
Hershey
HSY
|
$326K |
| 5 |
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% |
