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
51
$226K 0.12%
+1,280
52
$223K 0.12%
+2,377
53
$218K 0.12%
+3,229
54
$205K 0.11%
+2,775
55
$201K 0.11%
+1,280
56
$158K 0.08%
+13,545
1 2
3