HP
HT Partners Portfolio holdings
AUM
$327M
This Quarter Return
+1.43%
1 Year Return
+12.57%
3 Year Return
+46.55%
5 Year Return
+56.54%
10 Year Return
+104.49%
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.06%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$15.8M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$9.92M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.27M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$6.2M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$6.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 13.89% |
| 2 | Energy | 5.9% |
| 3 | Technology | 3.47% |
| 4 | Industrials | 2.98% |
| 5 | Consumer Staples | 2.84% |
