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
$238M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.95M
3
+$8.86M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.62M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$5.12M

Top Sells

1
+$11.6M
2
+$9.78M
3
+$8.58M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$8.42M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$7.8M

Sector Composition

1 Technology 4.76%
2 Healthcare 2.1%
3 Consumer Discretionary 1.89%
4 Financials 1.51%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,377
102
– –
-10,796
1 2 3 4
5