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
$263M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$213K
3
+$206K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$202K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$187K

Top Sells

1
+$31.3K
2
+$22.3K
3
+$16.6K

Sector Composition

1 Healthcare 1.21%
2 Communication Services 0.83%
3 Technology 0.68%
4 Financials 0.21%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$343K 0.13%
15,920
27
$338K 0.13%
5,684
-375
28
$302K 0.11%
1,920
+20
29
$278K 0.11%
1,457
30
$278K 0.11%
1,000
31
$256K 0.1%
2,366
32
$245K 0.09%
3,824
33
$213K 0.08%
+2,832
34
$206K 0.08%
+1,968
35
$202K 0.08%
+3,516
1
2