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
$208M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.37M
3
+$7.2M
4
MBB icon
iShares MBS ETF
MBB
+$4.38M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$700K

Top Sells

1
+$31.8M
2
+$23.1M
3
+$4.35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$260K
5
VT icon
Vanguard Total World Stock ETF
VT
+$208K

Sector Composition

1 Healthcare 1.17%
2 Communication Services 0.68%
3 Technology 0.28%
4 Financials 0.2%
5 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$311K 0.15%
+4,557
27
$213K 0.1%
2,334
28
– –
-2,729
29
– –
-3,824
1
2