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
$234M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$206K
3
+$172K
4
CHD icon
Church & Dwight Co
CHD
+$170K
5
AAPL icon
Apple
AAPL
+$140K

Top Sells

1
+$2.32M
2
+$90.6K
3
+$81.7K
4
XOM icon
Exxon Mobil
XOM
+$46.2K

Sector Composition

1 Technology 27.98%
2 Industrials 15.76%
3 Healthcare 14.23%
4 Consumer Discretionary 11.05%
5 Consumer Staples 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.68M 3.28%
105,130
+2,330
2
$7.63M 3.26%
45,822
+395
3
$7.49M 3.2%
151,372
+2,836
4
$7.17M 3.06%
61,983
+1,042
5
$6.63M 2.83%
39,908
+585
6
$6.35M 2.71%
17,339
+25
7
$6.14M 2.62%
48,396
+693
8
$6.1M 2.6%
45,513
+807
9
$6.02M 2.57%
97,145
+1,827
10
$6.01M 2.57%
24,449
+428
11
$5.88M 2.51%
33,266
+284
12
$5.73M 2.45%
145,140
+2,845
13
$5.65M 2.41%
32,481
+378
14
$5.55M 2.37%
25,796
+442
15
$5.32M 2.27%
97,257
+1,330
16
$5.26M 2.25%
37,768
+1,234
17
$4.81M 2.05%
26,079
+247
18
$4.76M 2.03%
37,110
+415
19
$4.58M 1.96%
67,210
+263
20
$4.54M 1.94%
46,450
+477
21
$4.53M 1.94%
2,417
+16
22
$4.39M 1.88%
83,080
+473
23
$4.3M 1.84%
52,469
+1,140
24
$4.23M 1.81%
50,257
+1,223
25
$4.12M 1.76%
35,933
+310
1
2 3