HP
Hilltop Partners Portfolio holdings
AUM
$390M
1-Year Est. Return
16.72%
This Fund
S&P 500
1 Year Est. Return
+16.72%
AUM
$390M
AUM Growth
+$1.66M
(+0.43%)
Holding
133
Top Buys
| 1 | +$15.8M | |
| 2 | +$1.62M | |
| 3 | +$1.12M | |
| 4 |
Microsoft
MSFT
|
+$901K |
| 5 |
Vanguard Russell 1000 ETF
VONE
|
+$740K |
Top Sells
| 1 | +$15M | |
| 2 | +$1.02M | |
| 3 | +$962K | |
| 4 |
Exxon Mobil
XOM
|
+$888K |
| 5 |
Vanguard Value ETF
VTV
|
+$521K |
Sector Composition
| 1 | Technology | 8.6% |
| 2 | Financials | 4.51% |
| 3 | Healthcare | 3.43% |
| 4 | Consumer Staples | 3.15% |
| 5 | Communication Services | 2.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Alphabet (Google) Class C
GOOG
$4.34T
| – | – |
-654
|
|
||
127
Lennar Class A
LEN
$22.4B
| – | – |
-9,909
|
|
||
128
Shopify
SHOP
$152B
| – | – |
-1,776
|
|
||
129
Uber
UBER
$146B
| – | – |
-3,218
|
|
||
130
Vanguard Russell 1000 Growth ETF
VONG
$45.6B
| – | – |
-1,664
|
|
||
131
State Street Technology Select Sector SPDR ETF
XLK
$129B
| – | – |
-1,672
|
|