HP
Hilltop Partners Portfolio holdings
AUM
$331M
1-Year Return
13.63%
This Quarter Return
+3.41%
1 Year Return
+13.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$241M
AUM Growth
+$19M
(+8.6%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
5.8%
Top 10 Holdings %
Top 10 Hldgs %
61.09%
Holding
103
New
36
Increased
30
Reduced
27
Closed
5
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$18.2M |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$12.1M |
| 3 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$12.1M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$5.56M |
| 5 |
Exxon Mobil
XOM
|
$1.26M |
Top Sells
| 1 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$10.9M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$9.42M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.14M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$9.14M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
$4.95M |
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Healthcare | 1.77% |
| 3 | Consumer Discretionary | 1.76% |
| 4 | Financials | 1.22% |
| 5 | Energy | 0.91% |
