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
$296M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$22.5M
2 +$9.3M
3 +$3.77M
4
XOM icon
Exxon Mobil
XOM
+$628K
5
SUB icon
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%