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
76
$362K 0.12%
3,314
-50
77
$357K 0.12%
3,155
+1
78
$351K 0.12%
3,180
79
$320K 0.11%
+6,117
80
$305K 0.1%
826
81
$303K 0.1%
3,791
82
$301K 0.1%
1,219
+9
83
$292K 0.1%
1,635
84
$273K 0.09%
3,592
+168
85
$268K 0.09%
7,452
86
$266K 0.09%
2,718
-12
87
$265K 0.09%
752
88
$255K 0.09%
3,301
+450
89
$253K 0.09%
6,892
90
$253K 0.09%
2,336
91
$240K 0.08%
7,535
92
$240K 0.08%
1,438
+58
93
$237K 0.08%
659
94
$225K 0.08%
1,702
-10
95
$224K 0.08%
2,377
96
$223K 0.08%
2,525
+51
97
$221K 0.08%
+1,917
98
$213K 0.07%
342
99
$209K 0.07%
576
-30
100
$209K 0.07%
+5,297
1 2 3
4
5