HP

Hilltop Partners Portfolio holdings

AUM $331M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$23.8M
3
+$20.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$12.1M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.06%
2 Real Estate 1.52%
3 Healthcare 0.93%
4 Consumer Discretionary 0.87%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$693K 0.37%
+2,891
27
$639K 0.34%
+26,310
28
$563K 0.3%
+5,126
29
$537K 0.29%
+5,655
30
$497K 0.27%
+3,073
31
$476K 0.25%
+1,808
32
$453K 0.24%
+884
33
$449K 0.24%
+3,644
34
$429K 0.23%
+38,376
35
$413K 0.22%
+1,080
36
$406K 0.22%
+4,789
37
$394K 0.21%
+12,840
38
$367K 0.2%
+1,178
39
$355K 0.19%
+15,897
40
$355K 0.19%
+2,647
41
$333K 0.18%
+4,465
42
$328K 0.17%
+13,780
43
$291K 0.16%
+3,465
44
$274K 0.15%
+2,481
45
$251K 0.13%
+1,259
46
$250K 0.13%
+1,905
47
$241K 0.13%
+3,791
48
$238K 0.13%
+892
49
$235K 0.13%
+3,443
50
$234K 0.12%
+3,028
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