HP
HT Partners Portfolio holdings
AUM
$327M
1-Year Est. Return
14.41%
1 Year Est. Return
+14.41%
AUM
$327M
AUM Growth
-$167K
(-0.05%)
Holding
52
Top Buys
| 1 | +$8.37M | |
| 2 | +$1.06M | |
| 3 | +$464K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$300K |
| 5 |
Walmart
WMT
|
+$210K |
Top Sells
| 1 | +$21.5M | |
| 2 | +$5.73M | |
| 3 | +$3.34M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.33M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.31M |
Sector Composition
| 1 | Technology | 3.46% |
| 2 | Communication Services | 1.91% |
| 3 | Healthcare | 1.84% |
| 4 | Consumer Discretionary | 0.44% |
| 5 | Financials | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Walmart
WMT
$896B
| $210K | 0.06% |
+2,042
|
|
||
52
Schwab US Mid-Cap ETF
SCHM
$12.1B
| $208K | 0.06% |
+7,005
|
|