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
$218M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$11.8M
3
+$6.06M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.29M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.14M

Top Sells

1
+$33.4M
2
+$9.54M
3
+$3.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.03M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.68M

Sector Composition

1 Healthcare 1.17%
2 Communication Services 0.71%
3 Technology 0.47%
4 Financials 0.19%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$208K 0.1%
3,824
27
– –
-2,964
28
– –
0
29
– –
-3,516
30
– –
-1,172
31
– –
-1,000
32
– –
-2,327
33
– –
-2,729
34
– –
-1,968
35
– –
-4,096
1
2