HP
Hilltop Partners Portfolio holdings
AUM
$331M
1-Year Est. Return
13.63%
1 Year Est. Return
+13.63%
AUM
$331M
AUM Growth
+$34.4M
(+12%)
Holding
122
Top Buys
| 1 | +$17.9M | |
| 2 | +$9.93M | |
| 3 | +$7.89M | |
| 4 |
Oracle
ORCL
|
+$1.73M |
| 5 |
Netflix
NFLX
|
+$1.49M |
Top Sells
| 1 | +$15.4M | |
| 2 | +$8.77M | |
| 3 | +$2.07M | |
| 4 |
iShares US & Intl High Yield Corp Bond ETF
GHYG
|
+$1.81M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$1.72M |
Sector Composition
| 1 | Technology | 8.06% |
| 2 | Financials | 3.58% |
| 3 | Consumer Discretionary | 2.68% |
| 4 | Communication Services | 2.61% |
| 5 | Healthcare | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Eaton
ETN
$145B
| $2.64M | 0.8% |
7,393
+4
|
|
||
27
Visa
V
$664B
| $2.63M | 0.8% |
7,410
+1,012
|
|
||
28
Procter & Gamble
PG
$354B
| $2.47M | 0.75% |
15,532
+2,457
|
|
||
29
Tesla
TSLA
$1.46T
| $2.2M | 0.67% |
6,927
-817
|
|
||
|
30
Netflix
NFLX
$510B
| $2.2M | 0.67% |
1,643
+1,116
|
|
||
31
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $2.17M | 0.66% |
23,131
-172
|
|
||
|
32
Oracle
ORCL
$830B
| $2.1M | 0.64% |
9,624
+7,897
|
|
||
33
Eli Lilly
LLY
$720B
| $1.82M | 0.55% |
2,330
+597
|
|
||
34
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| $1.75M | 0.53% |
35,592
-1,359
|
|
||
35
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.72M | 0.52% |
3,535
+770
|
|
||
36
Walmart
WMT
$859B
| $1.7M | 0.51% |
17,403
+2,772
|
|
||
37
Ameriprise Financial
AMP
$44.3B
| $1.64M | 0.5% |
3,077
+63
|
|
||
38
W.P. Carey
WPC
$15B
| $1.64M | 0.5% |
26,247
-384
|
|
||
39
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $1.56M | 0.47% |
46,578
-2,551
|
|
||
40
Costco
COST
$415B
| $1.47M | 0.45% |
1,488
+288
|
|
||
41
Cisco
CSCO
$277B
| $1.39M | 0.42% |
19,994
+1,097
|
|
||
42
Honeywell
HON
$129B
| $1.16M | 0.35% |
4,962
+77
|
|
||
43
Emerson Electric
EMR
$72.8B
| $1.15M | 0.35% |
8,659
+127
|
|
||
44
Amphenol
APH
$153B
| $1.12M | 0.34% |
11,378
-2,971
|
|
||
45
Coca-Cola
KO
$295B
| $1.05M | 0.32% |
14,853
+207
|
|
||
46
Merck
MRK
$212B
| $1.04M | 0.31% |
13,128
+2,388
|
|
||
47
EOG Resources
EOG
$58B
| $1.02M | 0.31% |
8,559
+904
|
|
||
48
UnitedHealth
UNH
$323B
| $1.02M | 0.31% |
3,281
-999
|
|
||
49
TJX Companies
TJX
$160B
| $983K | 0.3% |
7,960
-263
|
|
||
50
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
| $970K | 0.29% |
12,543
-502
|
|