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
$250M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$213K
3
+$210K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$68.1K
5
BND icon
Vanguard Total Bond Market
BND
+$31.7K

Top Sells

1
+$128K
2
+$40.8K
3
+$18.4K
4
XOM icon
Exxon Mobil
XOM
+$15.2K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.71K

Sector Composition

1 Healthcare 1.07%
2 Communication Services 0.84%
3 Technology 0.52%
4 Financials 0.22%
5 Energy 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$269K 0.11%
2,327
27
$241K 0.1%
3,824
28
$241K 0.1%
1,172
29
$236K 0.09%
1,968
30
$221K 0.09%
2,729
31
$218K 0.09%
+2,964
32
$213K 0.09%
+1,000
33
$210K 0.08%
+3,516
1
2