HP
Hilltop Partners Portfolio holdings
AUM
$331M
This Quarter Return
+8.73%
1 Year Return
+13.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(+6.9%)
Cap. Flow
-$3.31M
Cap. Flow
% of AUM
-1.3%
Top 10 Holdings %
Top 10 Hldgs %
65.01%
Holding
101
New
5
Increased
42
Reduced
44
Closed
4
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$19.5M |
| 2 |
iShares MSCI United Kingdom ETF
EWU
|
$9.14M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.57M |
| 4 |
Vanguard Value ETF
VTV
|
$5.41M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
$5M |
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Healthcare | 2.2% |
| 3 | Consumer Discretionary | 2.17% |
| 4 | Financials | 1.87% |
| 5 | Energy | 1.33% |
