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
$325M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$556K
3
+$326K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$318K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$309K

Top Sells

1
+$956K
2
+$362K
3
+$231K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$122K
5
SIXG
Defiance Connective Technologies ETF
SIXG
+$69.8K

Sector Composition

1 Technology 1.86%
2 Healthcare 1.4%
3 Communication Services 1.24%
4 Financials 0.54%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.06%
4,157
52
– –
-1,459
1 2
3