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
$303M
AUM Growth
+$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.19M
3
+$1.08M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.05M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$617K

Top Sells

1
+$5.92M
2
+$4.83M
3
+$1.82M
4
TSLA icon
Tesla
TSLA
+$217K
5
XOM icon
Exxon Mobil
XOM
+$81.5K

Sector Composition

1 Healthcare 1.29%
2 Technology 1.2%
3 Communication Services 0.96%
4 Financials 0.51%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$513K 0.17%
1,743
+269
27
$490K 0.16%
5,686
+139
28
$470K 0.16%
1,185
-75
29
$366K 0.12%
3,150
30
$364K 0.12%
15,920
-545
31
$352K 0.12%
2,322
32
$340K 0.11%
2,561
33
$333K 0.11%
2,354
-9
34
$319K 0.11%
1,001
+1
35
$318K 0.11%
2,248
36
$313K 0.1%
5,379
-328
37
$297K 0.1%
2,741
38
$266K 0.09%
4,157
-84
39
$264K 0.09%
1,948
40
$261K 0.09%
3,824
41
$259K 0.09%
1,968
42
$254K 0.08%
4,051
+285
43
$229K 0.08%
2,612
44
$223K 0.07%
1,119
-56
45
$213K 0.07%
+1,397
46
$210K 0.07%
3,756
-1,457
47
$205K 0.07%
+3,966
48
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