HP

Hilltop Partners Portfolio holdings

AUM $335M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$19.5M
2 +$9.14M
3 +$6.57M
4
VTV icon
Vanguard Value ETF
VTV
+$5.41M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$5M

Sector Composition

1 Technology 5.01%
2 Healthcare 2.2%
3 Consumer Discretionary 2.17%
4 Financials 1.87%
5 Energy 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,264