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
101
$208K 0.07%
5,201
+332
102
$201K 0.07%
20,292
-417
103
$136K 0.05%
11,838
-242
104
-4,184
105
-5,699
106
-10,928
107
-1,085
108
-618
109
-905
110
-1,082
111
-2,526
112
-9,723
113
-1,751
114
-2,855