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
$178M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$216K
3
+$56.7K
4
EBAY icon
eBay
EBAY
+$43.8K
5
AAPL icon
Apple
AAPL
+$31.3K

Top Sells

1
+$3.51M
2
+$1.97M
3
+$1.22M
4
EPD icon
Enterprise Products Partners
EPD
+$202K
5
BCR
CR Bard Inc.
BCR
+$73.3K

Sector Composition

1 Technology 23.31%
2 Industrials 15.67%
3 Consumer Discretionary 12.84%
4 Healthcare 12.45%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.32M 3.54%
27,279
+99
2
$5.99M 3.36%
54,917
+237
3
$5.97M 3.35%
3,193
+15
4
$5.65M 3.17%
131,574
+528
5
$5.16M 2.9%
16,336
-232
6
$5.01M 2.81%
40,554
-200
7
$4.85M 2.72%
29,375
+103
8
$4.84M 2.71%
93,208
+220
9
$4.75M 2.67%
29,446
+170
10
$4.74M 2.66%
131,724
+868
11
$4.47M 2.51%
23,510
-108
12
$4.46M 2.5%
127,675
+1,254
13
$4.39M 2.46%
33,185
+30
14
$4.11M 2.3%
41,026
+24,361
15
$3.88M 2.18%
22,525
+55
16
$3.7M 2.07%
36,082
-220
17
$3.45M 1.94%
63,710
+140
18
$3.42M 1.92%
49,603
+823
19
$3.41M 1.91%
44,389
+146
20
$3.24M 1.82%
43,302
+226
21
$3.23M 1.82%
61,017
+383
22
$3.04M 1.7%
25,669
-268
23
$3.02M 1.69%
66,380
+340
24
$3M 1.68%
37,223
-5
25
$2.9M 1.63%
37,645
-52
1
2 3