HP
Hilltop Partners Portfolio holdings
AUM
$331M
This Quarter Return
+7.95%
1 Year Return
+13.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$331M
AUM Growth
+$331M
(+12%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
4.58%
Top 10 Holdings %
Top 10 Hldgs %
61.46%
Holding
122
New
20
Increased
51
Reduced
38
Closed
3
Top Buys
| 1 |
Vanguard Russell 1000 ETF
VONE
|
$17.9M |
| 2 |
Vanguard Value ETF
VTV
|
$9.93M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$7.89M |
| 4 |
Oracle
ORCL
|
$1.73M |
| 5 |
Netflix
NFLX
|
$1.49M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$15.4M |
| 2 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$8.77M |
| 3 |
iShares Convertible Bond ETF
ICVT
|
$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% |
