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
$185M
AUM Growth
+$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.31M
3
+$1.7M
4
WMT icon
Walmart
WMT
+$1.7M
5
BA icon
Boeing
BA
+$213K

Top Sells

1
+$2.84M
2
+$2.74M
3
+$1.4M
4
CMP icon
Compass Minerals
CMP
+$1.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$680K

Sector Composition

1 Technology 25.63%
2 Industrials 14.36%
3 Healthcare 12.32%
4 Consumer Discretionary 11.75%
5 Consumer Staples 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.3M 3.41%
55,252
+335
2
$5.84M 3.16%
3,190
-3
3
$5.77M 3.12%
131,910
+336
4
$5.75M 3.11%
29,344
-31
5
$5.49M 2.97%
29,433
-13
6
$5.19M 2.81%
41,115
+561
7
$5.09M 2.75%
132,084
+360
8
$4.95M 2.68%
128,605
+930
9
$4.89M 2.65%
15,264
-1,072
10
$4.53M 2.45%
93,588
+380
11
$4.51M 2.44%
23,611
+101
12
$4.33M 2.34%
41,414
+388
13
$4.33M 2.34%
33,264
+79
14
$4.22M 2.28%
22,635
+110
15
$3.96M 2.14%
36,019
-63
16
$3.9M 2.11%
16,036
-11,243
17
$3.72M 2.01%
49,945
+342
18
$3.69M 2%
63,740
+30
19
$3.64M 1.97%
61,413
+396
20
$3.41M 1.84%
38,010
+365
21
$3.3M 1.79%
43,363
+61
22
$3.26M 1.77%
44,662
+273
23
$3.2M 1.73%
66,740
+360
24
$3.2M 1.73%
34,894
-43
25
$3.03M 1.64%
37,234
+11
1
2 3 4