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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
$641M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$2.56M
3
+$482K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$225K
5
LRCX icon
Lam Research
LRCX
+$214K

Top Sells

1
+$4.05M
2
+$3.58M
3
+$3.46M
4
NFLX icon
Netflix
NFLX
+$209K
5
MKL icon
Markel Group
MKL
+$204K

Sector Composition

1 Technology 25.31%
2 Industrials 17.51%
3 Financials 16.35%
4 Healthcare 7.57%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22.7K ﹤0.01%
712
152
$17.2K ﹤0.01%
387
153
$16.8K ﹤0.01%
+22,446
154
$13.6K ﹤0.01%
220
155
$11.5K ﹤0.01%
345
156
$9.74K ﹤0.01%
214
157
$9.15K ﹤0.01%
348
158
$4.16K ﹤0.01%
13
159
$3.97K ﹤0.01%
184
160
$3.06K ﹤0.01%
12
161
$1.75K ﹤0.01%
60
162
$63 ﹤0.01%
+1
163
– –
-48,685
164
– –
-102
165
– –
-53
166
– –
-1,560
167
– –
-13,883
168
– –
0
169
– –
-92,934
3 4 5 6
7