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
$607M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$4.57M
3
+$3.14M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.2M
5
IAU icon
iShares Gold Trust
IAU
+$1.94M

Top Sells

1
+$3.37M
2
+$3.11M
3
+$843K
4
AXP icon
American Express
AXP
+$822K
5
AAPL icon
Apple
AAPL
+$811K

Sector Composition

1 Technology 24.71%
2 Industrials 18.02%
3 Financials 16.73%
4 Healthcare 8.1%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.3K ﹤0.01%
387
152
$13.5K ﹤0.01%
220
153
$10.4K ﹤0.01%
345
154
$9.11K ﹤0.01%
214
155
$8.54K ﹤0.01%
348
156
$3.89K ﹤0.01%
184
157
$3.72K ﹤0.01%
13
158
$2.85K ﹤0.01%
12
159
$2.65K ﹤0.01%
+53
160
$1.66K ﹤0.01%
60
161
– –
-3,652
162
– –
-10,555
163
– –
-2,333
164
– –
0
165
– –
-571
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7