HP

Hilltop Partners Portfolio holdings

AUM $388M
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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 Buys

1
+$13.5M
2
+$9.21M
3
+$6.95M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$5.87M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$3.36M

Top Sells

1
+$18.5M
2
+$8.82M
3
+$6.3M
4
VTV icon
Vanguard Value ETF
VTV
+$5.09M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$4.71M

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
1 2 3 4
5