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
$238M
AUM Growth
+$105K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$381K
3
+$181K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$164K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$65.5K

Top Sells

1
+$2.05M
2
+$87.7K
3
+$63.3K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$28.2K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.7K

Sector Composition

1 Healthcare 1.04%
2 Communication Services 0.83%
3 Technology 0.4%
4 Financials 0.21%
5 Energy 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$252K 0.11%
2,327
27
$235K 0.1%
3,824
28
$220K 0.09%
1,968
29
$209K 0.09%
1,172
+13
30
$204K 0.09%
2,729
1
2