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
$283M
AUM Growth
-$362K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.82M
3
+$469K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$313K
5
TSLA icon
Tesla
TSLA
+$272K

Top Sells

1
+$15.9M
2
+$3.01M
3
+$1.01M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$864K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$573K

Sector Composition

1 Technology 3.29%
2 Healthcare 2.51%
3 Communication Services 1.69%
4 Consumer Discretionary 0.49%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$820K 0.29%
17,376
+439
27
$724K 0.26%
1,262
-61
28
$608K 0.22%
5,698
+98
29
$541K 0.19%
2,741
30
$492K 0.17%
11,337
-938
31
$441K 0.16%
2,322
32
$420K 0.15%
2,343
+6
33
$396K 0.14%
2,612
34
$389K 0.14%
6,010
-136
35
$344K 0.12%
1,968
36
$337K 0.12%
1,948
37
$332K 0.12%
2,641
-172
38
$326K 0.12%
1,234
-71
39
$323K 0.11%
2,755
40
$317K 0.11%
3,824
41
$276K 0.1%
992
42
$272K 0.1%
+1,041
43
$270K 0.1%
468
44
$252K 0.09%
3,343
45
$242K 0.09%
11,000
46
$236K 0.08%
1,386
47
$226K 0.08%
+2,561
48
$221K 0.08%
686
49
$212K 0.07%
700
50
$211K 0.07%
1,931
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