HP
Hilltop Partners Portfolio holdings
AUM
$388M
1-Year Est. Return
16.1%
This Fund
S&P 500
1 Year Est. Return
+16.1%
AUM
$388M
AUM Growth
+$53.3M
(+16%)
Holding
129
Top Buys
| 1 | +$14.4M | |
| 2 | +$9.06M | |
| 3 | +$2.31M | |
| 4 |
Microsoft
MSFT
|
+$1.53M |
| 5 |
Eli Lilly
LLY
|
+$1.49M |
Top Sells
| 1 | +$506K | |
| 2 | +$380K | |
| 3 | +$292K | |
| 4 |
Accenture
ACN
|
+$206K |
| 5 |
iShares Convertible Bond ETF
ICVT
|
+$167K |
Sector Composition
| 1 | Technology | 9.07% |
| 2 | Financials | 4.65% |
| 3 | Healthcare | 3.46% |
| 4 | Communication Services | 3.13% |
| 5 | Consumer Discretionary | 2.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Accenture
ACN
$132B
| – | – |
-834
|
|
||
|
IRBT
127
DELISTED
iRobot
IRBT
| – | – |
-10,573
|
|