HPIA

Hamilton Point Investment Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 16.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.77M
3
+$542K
4
EBAY icon
eBay
EBAY
+$446K
5
TFC icon
Truist Financial
TFC
+$414K

Top Sells

1
+$3.35M
2
+$2.98M
3
+$311K
4
PYPL icon
PayPal
PYPL
+$251K
5
SYK icon
Stryker
SYK
+$209K

Sector Composition

1 Technology 28.17%
2 Industrials 15%
3 Healthcare 12.72%
4 Consumer Discretionary 12.04%
5 Consumer Staples 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 4.22%
99,949
+16
2
$17.5M 4.17%
52,078
+1,188
3
$14.3M 3.41%
49,126
+412
4
$12.8M 3.04%
88,180
+2,400
5
$12.7M 3.03%
39,331
+1,268
6
$11.7M 2.8%
114,627
+2,622
7
$11.3M 2.69%
30,308
+639
8
$11M 2.61%
165,111
+6,249
9
$10.8M 2.57%
66,132
+1,829
10
$10.8M 2.56%
84,385
+2,124
11
$10.7M 2.54%
43,130
+656
12
$10.6M 2.53%
25,685
+473
13
$10.5M 2.49%
50,608
+810
14
$10.4M 2.47%
120,666
+3,042
15
$9.83M 2.34%
155,118
+2,468
16
$9.65M 2.3%
62,235
+1,539
17
$9.47M 2.25%
28,157
+126
18
$9.14M 2.17%
54,841
+915
19
$8.16M 1.94%
33,332
+356
20
$8.05M 1.92%
46,586
+885
21
$8.04M 1.91%
42,657
+944
22
$7.95M 1.89%
85,138
+798
23
$7.72M 1.84%
101,684
+2,717
24
$7.66M 1.82%
41,735
+867
25
$7.29M 1.74%
29,721
+981
1
2 3 4