HP

HT Partners Portfolio holdings

AUM $336M
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$32.2M
2 +$4.45M
3 +$568K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$446K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$439K

Top Sells

1 +$16.7M
2 +$8.47M
3 +$6.91M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.38M
5
META icon
Meta Platforms (Facebook)
META
+$297K

Sector Composition

1 Healthcare 0.88%
2 Communication Services 0.6%
3 Technology 0.24%
4 Financials 0.17%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,534