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
$296M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.68M
3
+$1.61M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.51M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.3M

Top Sells

1
+$9.23M
2
+$274K
3
+$200K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$66.9K
5
DHR icon
Danaher
DHR
+$55.4K

Sector Composition

1 Healthcare 1.25%
2 Technology 1.08%
3 Communication Services 0.84%
4 Consumer Discretionary 0.33%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$407K 0.14%
2,500
+580
27
$403K 0.14%
1,474
+159
28
$369K 0.12%
3,150
+2
29
$362K 0.12%
+2,561
30
$358K 0.12%
16,465
+545
31
$335K 0.11%
5,707
+23
32
$333K 0.11%
+2,248
33
$317K 0.11%
+2,322
34
$314K 0.11%
1,000
35
$301K 0.1%
2,363
-3
36
$294K 0.1%
+2,741
37
$271K 0.09%
+1,948
38
$258K 0.09%
3,824
39
$234K 0.08%
1,968
40
$231K 0.08%
1,175
-282
41
$227K 0.08%
+3,766
42
$222K 0.07%
2,612
-220
43
$217K 0.07%
+921
44
$215K 0.07%
+5,213
45
$211K 0.07%
+4,241
46
$210K 0.07%
+962
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