HP
HT Partners Portfolio holdings
AUM
$336M
1-Year Est. Return
19.42%
This Fund
S&P 500
1 Year Est. Return
+19.42%
AUM
$336M
AUM Growth
+$9.17M
(+2.8%)
Holding
56
Top Buys
| 1 | +$218K | |
| 2 | +$218K | |
| 3 | +$212K | |
| 4 |
Sprott Physical Silver Trust
PSLV
|
+$172K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$48.7K |
Top Sells
| 1 | +$282K | |
| 2 | +$145K | |
| 3 | +$112K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$33.6K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$26.7K |
Sector Composition
| 1 | Technology | 3.34% |
| 2 | Healthcare | 2.38% |
| 3 | Communication Services | 2.19% |
| 4 | Consumer Discretionary | 0.45% |
| 5 | Financials | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Danaher
DHR
$143B
| $227K | 0.07% |
+992
|
|
||
52
Amgen
AMGN
$202B
| $225K | 0.07% |
+686
|
|
||
|
53
Sprott Physical Silver Trust
PSLV
$17.6B
| $222K | 0.07% |
+9,400
|
|
||
54
SPDR Gold Trust
GLD
$180B
| $220K | 0.07% |
+554
|
|
||
55
Schwab US Mid-Cap ETF
SCHM
$13.3B
| $211K | 0.06% |
7,005
|
|
||
56
CoStar Group
CSGP
$19.4B
| – | – |
-3,343
|
|