HP
Hilltop Partners Portfolio holdings
AUM
$331M
This Quarter Return
+1.27%
1 Year Return
+13.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$294M
(-1.2%)
Cap. Flow
-$1.76M
Cap. Flow
% of AUM
-0.6%
Top 10 Holdings %
Top 10 Hldgs %
64.44%
Holding
115
New
6
Increased
52
Reduced
30
Closed
11
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$5.53M |
| 2 |
Eaton
ETN
|
$2.04M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$2.01M |
| 4 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$1.34M |
| 5 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$1.18M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$13.5M |
| 2 |
Vanguard Russell 1000 ETF
VONE
|
$4.36M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.61M |
| 4 |
Walt Disney
DIS
|
$1.05M |
| 5 |
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% |
