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
$346M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.7M
3
+$262K
4
EME icon
Emcor
EME
+$247K
5
SWKS icon
Skyworks Solutions
SWKS
+$235K

Top Sells

1
+$3.3M
2
+$1.45M
3
+$72.2K
4
PYPL icon
PayPal
PYPL
+$48.6K
5
DHR icon
Danaher
DHR
+$30.8K

Sector Composition

1 Technology 28.31%
2 Industrials 15.85%
3 Healthcare 13.2%
4 Consumer Discretionary 12.1%
5 Consumer Staples 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 3.45%
97,591
-26,978
2
$11.8M 3.41%
50,068
+967
3
$10.9M 3.14%
59,190
+1,280
4
$9.89M 2.86%
49,499
-154
5
$9.62M 2.78%
110,142
+1,608
6
$9.6M 2.77%
156,768
+2,279
7
$9.19M 2.66%
81,925
+2,204
8
$9.06M 2.62%
63,884
+1,616
9
$9M 2.6%
116,504
+2,552
10
$8.69M 2.51%
84,020
+1,780
11
$8.44M 2.44%
29,702
+548
12
$8.27M 2.39%
49,614
+867
13
$8.23M 2.38%
27,944
+677
14
$8M 2.31%
42,232
+646
15
$7.92M 2.29%
153,123
-95
16
$7.8M 2.26%
41,290
+901
17
$7.47M 2.16%
30,027
+572
18
$7.36M 2.13%
65,772
+46
19
$7.11M 2.05%
53,379
+597
20
$6.93M 2%
25,081
+428
21
$6.93M 2%
33,204
+853
22
$6.91M 2%
18,370
+104
23
$6.66M 1.93%
28,080
+750
24
$6.42M 1.86%
84,941
+879
25
$6.38M 1.85%
96,513
+3,959
1
2 3