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
$185M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$23.2M
3
+$7.43M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$6.25M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.78M

Top Sells

1
+$21.2M
2
+$10.4M
3
+$9.41M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.99M
5
IYF icon
iShares US Financials ETF
IYF
+$6.93M

Sector Composition

1 Healthcare 1.14%
2 Communication Services 0.35%
3 Energy 0.18%
4 Financials 0.14%
5 Technology 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,428
52
– –
-2,400
53
– –
-13,936
1 2
3