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
$248M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$298K
2
+$262K
3
+$248K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$241K
5
AAPL icon
Apple
AAPL
+$231K

Top Sells

1
+$449K
2
+$264K
3
+$82.6K
4
BND icon
Vanguard Total Bond Market
BND
+$77.8K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$30.4K

Sector Composition

1 Healthcare 1.23%
2 Communication Services 0.84%
3 Technology 0.64%
4 Financials 0.18%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$298K 0.12%
+1,312
27
$262K 0.11%
+1,900
28
$248K 0.1%
+1,000
29
$241K 0.1%
+2,366
30
$231K 0.09%
+2,532
31
$228K 0.09%
+1,457
32
$224K 0.09%
3,824
33
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