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
$327M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$931K
3
+$835K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$796K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$578K

Top Sells

1
+$87.8K
2
+$20.4K
3
+$20.3K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.67K

Sector Composition

1 Technology 1.54%
2 Communication Services 1.27%
3 Healthcare 1.27%
4 Financials 0.54%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$566K 0.17%
1,669
+4
27
$518K 0.16%
5,854
28
$494K 0.15%
1,150
-35
29
$372K 0.11%
2,561
30
$366K 0.11%
3,150
31
$363K 0.11%
2,322
32
$359K 0.11%
1,003
33
$355K 0.11%
2,368
34
$338K 0.1%
2,248
35
$327K 0.1%
1,266
+15
36
$325K 0.1%
15,920
37
$306K 0.09%
14,790
+1,070
38
$302K 0.09%
1,119
39
$296K 0.09%
2,741
40
$291K 0.09%
5,379
41
$275K 0.08%
4,349
+46
42
$272K 0.08%
1,948
43
$266K 0.08%
1,968
44
$264K 0.08%
2,612
45
$263K 0.08%
3,824
46
$232K 0.07%
1,418
+21
47
$221K 0.07%
4,157
48
$221K 0.07%
3,756
49
$216K 0.07%
3,966
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