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
$237M
AUM Growth
+$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$224K
3
+$205K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$124K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$56.6K

Top Sells

1
+$184K
2
+$65.8K
3
+$48K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$20.1K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$11K

Sector Composition

1 Healthcare 1.09%
2 Communication Services 0.75%
3 Technology 0.38%
4 Financials 0.21%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$224K 0.09%
+1,159
27
$222K 0.09%
3,824
28
$218K 0.09%
1,968
29
$205K 0.09%
+2,729
1
2