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
$294M
AUM Growth
-$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.04M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$962K
5
XOM icon
Exxon Mobil
XOM
+$931K

Top Sells

1
+$13.5M
2
+$4.36M
3
+$2.61M
4
DIS icon
Walt Disney
DIS
+$1.05M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$938K

Sector Composition

1 Technology 7.16%
2 Financials 3.22%
3 Consumer Discretionary 2.83%
4 Healthcare 2.74%
5 Consumer Staples 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.31%
7,403
+391
52
$831K 0.28%
10,686
53
$788K 0.27%
8,128
-422
54
$769K 0.26%
5,825
+815
55
$763K 0.26%
19,874
-18,755
56
$749K 0.26%
20,022
-440
57
$741K 0.25%
9,501
-116
58
$726K 0.25%
26,049
-443
59
$711K 0.24%
1,212
+103
60
$679K 0.23%
3,820
-43
61
$613K 0.21%
4,768
+131
62
$613K 0.21%
8,670
+4
63
$598K 0.2%
3,747
-259
64
$583K 0.2%
+4,845
65
$569K 0.19%
15,068
66
$543K 0.18%
1,873
+4
67
$537K 0.18%
10,418
68
$488K 0.17%
1,071
+2
69
$475K 0.16%
533
-16
70
$472K 0.16%
3,280
-344
71
$459K 0.16%
4,164
72
$445K 0.15%
9,584
-310
73
$382K 0.13%
+649
74
$373K 0.13%
10,855
75
$369K 0.13%
14,437
+3,076
1 2
3
4 5