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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3.06M
3
+$2.95M
4
EBAY icon
eBay
EBAY
+$2.67M
5
NKE icon
Nike
NKE
+$2.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 16.01%
2 Technology 15.26%
3 Industrials 14.02%
4 Consumer Discretionary 13.26%
5 Healthcare 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.17M 3.16%
+48,631
2
$3.06M 3.05%
+22,055
3
$2.95M 2.94%
+41,081
4
$2.67M 2.67%
+115,742
5
$2.6M 2.6%
+66,250
6
$2.48M 2.47%
+13,831
7
$2.46M 2.45%
+88,089
8
$2.44M 2.44%
+73,702
9
$2.42M 2.42%
+33,806
10
$2.41M 2.4%
+34,289
11
$2.36M 2.35%
+23,281
12
$2.29M 2.29%
+32,045
13
$2.28M 2.28%
+44,010
14
$2.27M 2.27%
+24,781
15
$2.27M 2.26%
+31,948
16
$2.21M 2.2%
+125,696
17
$2.13M 2.13%
+20,565
18
$2.1M 2.1%
+19,491
19
$2.08M 2.08%
+22,969
20
$2.06M 2.06%
+102,816
21
$2.03M 2.02%
+26,311
22
$2.01M 2%
+48,771
23
$2.01M 2%
+60,925
24
$2M 1.99%
+14,164
25
$1.89M 1.89%
+26,020
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