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
$297M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$5.78M
3
+$4.15M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$956K
5
EMR icon
Emerson Electric
EMR
+$945K

Top Sells

1
+$7.43M
2
+$3.15M
3
+$1.82M
4
UPS icon
United Parcel Service
UPS
+$816K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$718K

Sector Composition

1 Technology 5.99%
2 Financials 2.62%
3 Healthcare 2.56%
4 Consumer Discretionary 2.47%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.61%
53,454
+2,155
27
$1.8M 0.6%
3,071
-17
28
$1.76M 0.59%
6,401
+845
29
$1.71M 0.57%
33,371
-3,538
30
$1.66M 0.56%
26,664
-323
31
$1.62M 0.55%
13,368
+1,471
32
$1.59M 0.54%
38,629
+425
33
$1.51M 0.51%
3,215
+93
34
$1.39M 0.47%
6,600
+495
35
$1.17M 0.39%
16,111
-2,157
36
$1.16M 0.39%
21,838
+701
37
$1.1M 0.37%
1,246
+63
38
$1.05M 0.35%
10,928
+1,703
39
$1.04M 0.35%
9,190
-2,794
40
$1,000K 0.34%
2,172
+221
41
$997K 0.34%
9,387
-188
42
$990K 0.33%
4,789
+148
43
$980K 0.33%
35,394
+264
44
$978K 0.33%
37,988
-2,244
45
$977K 0.33%
13,592
-751
46
$964K 0.32%
14,802
+1,569
47
$961K 0.32%
8,177
-126
48
$945K 0.32%
+8,644
49
$942K 0.32%
6,398
+1,192
50
$938K 0.32%
+9,723
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