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
76
$385K 0.13%
3,364
-146
77
$374K 0.13%
10,855
78
$360K 0.12%
3,154
+2
79
$348K 0.12%
+1,082
80
$330K 0.11%
3,791
81
$328K 0.11%
1,210
82
$305K 0.1%
3,180
83
$298K 0.1%
11,361
+72
84
$290K 0.1%
7,452
-688
85
$288K 0.1%
3,424
+29
86
$268K 0.09%
2,730
-57
87
$266K 0.09%
752
88
$255K 0.09%
7,535
-771
89
$251K 0.08%
2,855
-162
90
$250K 0.08%
618
-1,504
91
$249K 0.08%
1,712
92
$245K 0.08%
1,635
93
$239K 0.08%
+6,892
94
$238K 0.08%
659
95
$238K 0.08%
+5,699
96
$237K 0.08%
606
+1
97
$235K 0.08%
2,336
98
$235K 0.08%
+1,380
99
$229K 0.08%
+2,377
100
$224K 0.08%
+2,851
1 2 3
4
5