HP
Hilltop Partners Portfolio holdings
AUM
$331M
This Quarter Return
+4.11%
1 Year Return
+13.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(+18%)
Cap. Flow
+$28.1M
Cap. Flow
% of AUM
12.69%
Top 10 Holdings %
Top 10 Hldgs %
62.79%
Holding
69
New
13
Increased
25
Reduced
22
Closed
2
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$21.9M |
| 2 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$11.6M |
| 3 |
iShares MSCI Germany ETF
EWG
|
$10.2M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$8.95M |
| 5 |
iShares MSCI Italy ETF
EWI
|
$8.66M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$32.5M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$10M |
| 3 |
iShares MSCI France ETF
EWQ
|
$9.99M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$9.04M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.07M |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Real Estate | 1.27% |
| 3 | Consumer Discretionary | 0.93% |
| 4 | Healthcare | 0.64% |
| 5 | Consumer Staples | 0.33% |
