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
$325M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.19M
3
+$561K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$457K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$457K

Top Sells

1
+$52.5K
2
+$27.1K
3
+$16.3K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.86K
5
AMZN icon
Amazon
AMZN
+$3.44K

Sector Composition

1 Technology 1.49%
2 Healthcare 1.28%
3 Communication Services 1.22%
4 Financials 0.55%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$579K 0.18%
1,665
-78
27
$531K 0.16%
5,854
+168
28
$507K 0.16%
1,185
29
$396K 0.12%
2,561
30
$369K 0.11%
3,150
31
$368K 0.11%
2,322
32
$357K 0.11%
2,368
+14
33
$355K 0.11%
1,003
+2
34
$346K 0.11%
15,920
35
$333K 0.1%
2,248
36
$309K 0.09%
2,741
37
$301K 0.09%
5,379
38
$283K 0.09%
+1,251
39
$283K 0.09%
4,303
+252
40
$274K 0.08%
+13,720
41
$271K 0.08%
1,968
42
$268K 0.08%
3,824
43
$266K 0.08%
1,119
44
$263K 0.08%
1,948
45
$260K 0.08%
2,612
46
$237K 0.07%
3,756
47
$233K 0.07%
4,157
48
$217K 0.07%
1,397
49
$210K 0.06%
3,966
1
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