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
$377M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$579K
3
+$430K
4
AAPL icon
Apple
AAPL
+$228K
5
NVDA icon
NVIDIA
NVDA
+$225K

Top Sells

1
+$203K
2
+$125K
3
+$118K
4
BR icon
Broadridge
BR
+$52K
5
RELX icon
RELX
RELX
+$50K

Sector Composition

1 Technology 26.01%
2 Industrials 15%
3 Healthcare 13.23%
4 Consumer Discretionary 12.13%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.3M 3.81%
50,890
+446
2
$14.1M 3.75%
99,933
+1,612
3
$13.2M 3.49%
48,714
-436
4
$11.4M 3.04%
85,780
+1,020
5
$11.1M 2.94%
158,862
+781
6
$10.8M 2.86%
64,303
+257
7
$10.6M 2.81%
29,669
-93
8
$10.4M 2.75%
38,063
+19,031
9
$10.1M 2.68%
117,624
+1,266
10
$10M 2.66%
60,696
+684
11
$9.61M 2.55%
49,798
+18
12
$9.51M 2.53%
28,031
+23
13
$9.49M 2.52%
82,261
+169
14
$9.25M 2.46%
112,005
+872
15
$8.53M 2.27%
42,474
+101
16
$8.31M 2.21%
152,650
+753
17
$8.07M 2.14%
25,212
-92
18
$8.02M 2.13%
41,713
+258
19
$7.85M 2.08%
53,926
+221
20
$6.89M 1.83%
28,740
+299
21
$6.84M 1.82%
40,868
-311
22
$6.82M 1.81%
45,701
+251
23
$6.62M 1.76%
84,340
-481
24
$6.55M 1.74%
32,976
-627
25
$6.53M 1.73%
98,967
+1,003
1
2 3 4