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
$108M
AUM Growth
-$82K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$214K
3
+$35.8K
4
VFC icon
VF Corp
VFC
+$35K
5
MSFT icon
Microsoft
MSFT
+$33.8K

Top Sells

1
+$318K
2
+$235K
3
+$9.27K
4
BCR
CR Bard Inc.
BCR
+$8.56K
5
CMI icon
Cummins
CMI
+$1.98K

Sector Composition

1 Consumer Staples 15.06%
2 Technology 14.97%
3 Consumer Discretionary 12.77%
4 Industrials 12.66%
5 Healthcare 12.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.38M 3.14%
125,736
+200
2
$3.24M 3.02%
22,160
+70
3
$3.19M 2.96%
48,846
+125
4
$2.86M 2.66%
37,589
+115
5
$2.72M 2.53%
114,038
+154
6
$2.66M 2.48%
24,976
+40
7
$2.61M 2.43%
103,608
+340
8
$2.6M 2.42%
74,252
+40
9
$2.58M 2.4%
36,859
-15
10
$2.56M 2.38%
32,113
+18
11
$2.56M 2.38%
88,222
-320
12
$2.48M 2.31%
16,547
+30
13
$2.35M 2.18%
67,859
+310
14
$2.34M 2.18%
23,054
-5
15
$2.33M 2.17%
31,976
+68
16
$2.28M 2.12%
34,283
+255
17
$2.27M 2.11%
44,471
+7
18
$2.19M 2.04%
23,273
+25
19
$2.19M 2.04%
19,706
+117
20
$2.17M 2.02%
26,721
+80
21
$2.15M 2%
34,429
+80
22
$2.08M 1.94%
49,681
+105
23
$2.06M 1.91%
20,758
+103
24
$2.05M 1.91%
70,136
+494
25
$1.96M 1.82%
13,725
-60
1
2 3