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
$231M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.47M
3
+$1.59M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.47M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$716K

Top Sells

1
+$4.38M
2
+$2.04M
3
+$341K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$309K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$47.8K

Sector Composition

1 Healthcare 1.15%
2 Communication Services 0.68%
3 Technology 0.33%
4 Financials 0.19%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$215K 0.09%
+3,824
27
$212K 0.09%
+1,968
28
– –
-41,830
29
– –
-8,733
1
2