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
$347M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$108K
3
+$18.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.9K
5
T icon
AT&T
T
+$13K

Top Sells

1
+$2.57M
2
+$210K
3
+$209K
4
VZ icon
Verizon
VZ
+$206K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$197K

Sector Composition

1 Technology 1.92%
2 Healthcare 1.42%
3 Consumer Staples 0.94%
4 Communication Services 0.92%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-5,306
52
– –
0
53
– –
0
54
– –
-2,893
1 2
3