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
$515M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$456K
3
+$372K
4
MSFT icon
Microsoft
MSFT
+$292K
5
AVGO icon
Broadcom
AVGO
+$273K

Top Sells

1
+$2.28M
2
+$2.07M
3
+$1.68M
4
MDB icon
MongoDB
MDB
+$231K
5
CPRT icon
Copart
CPRT
+$212K

Sector Composition

1 Technology 26.01%
2 Industrials 19.2%
3 Financials 15.71%
4 Healthcare 10.06%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.9M 8.14%
70
2
$24.7M 4.69%
55,277
+654
3
$21M 3.99%
99,760
+526
4
$18.3M 3.48%
50,161
+1,248
5
$16.5M 3.14%
90,011
+1,064
6
$15.3M 2.91%
66,132
+774
7
$12.1M 2.31%
120,970
+1,360
8
$11.9M 2.25%
107,813
+1,686
9
$11.8M 2.25%
114,207
+857
10
$10.8M 2.06%
19,476
+86
11
$10.7M 2.04%
34,323
+328
12
$10.5M 2%
42,103
+308
13
$10.2M 1.94%
42,456
+380
14
$9.4M 1.78%
25,049
+510
15
$9.26M 1.76%
29,525
+372
16
$9.25M 1.76%
103,080
+4,145
17
$8.17M 1.55%
41,981
+22
18
$8.14M 1.55%
38,143
+301
19
$8.1M 1.54%
57,402
+1,218
20
$8.09M 1.54%
26,668
+328
21
$7.85M 1.49%
30,702
+121
22
$7.39M 1.4%
20,217
+214
23
$7.29M 1.38%
31,197
+134
24
$7.23M 1.37%
157,571
+1,341
25
$7.17M 1.36%
101,233
+1,548
1
2 3 4 5