HP
Hilltop Partners Portfolio holdings
AUM
$331M
1-Year Est. Return
13.63%
1 Year Est. Return
+13.63%
AUM
$296M
AUM Growth
+$2.77M
(+0.94%)
Holding
108
Top Buys
| 1 | +$20.1M | |
| 2 | +$12.9M | |
| 3 | +$3.03M | |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$2.08M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$2.05M |
Top Sells
| 1 | +$22.5M | |
| 2 | +$9.3M | |
| 3 | +$3.77M | |
| 4 |
Exxon Mobil
XOM
|
+$628K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$242K |
Sector Composition
| 1 | Technology | 6.35% |
| 2 | Financials | 3.29% |
| 3 | Healthcare | 2.96% |
| 4 | Consumer Discretionary | 2.55% |
| 5 | Consumer Staples | 2.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.27B
| $203K | 0.07% |
+8,786
|
|
||
102
Invesco Preferred ETF
PGX
$3.91B
| $126K | 0.04% |
11,250
-588
|
|
||
103
Caterpillar
CAT
$247B
| – | – |
-576
|
|
||
104
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| – | – |
-1,917
|
|
||
105
iShares Russell Mid-Cap ETF
IWR
$44.3B
| – | – |
-2,525
|
|
||
106
Nuveen ESG Large-Cap Value ETF
NULV
$1.82B
| – | – |
-5,297
|
|
||
107
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-342
|
|