HP

HT Partners Portfolio holdings

AUM $327M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
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
+$32M
2
+$4.44M
3
+$596K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$456K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$442K

Top Sells

1
+$16.6M
2
+$8.4M
3
+$6.8M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$4.34M
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
1
2