HP

HT Partners Portfolio holdings

AUM $336M
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
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
+$197K
2
+$92.8K
3
+$18.2K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.8K
5
T icon
AT&T
T
+$13.9K

Top Sells

1
+$2.6M
2
+$209K
3
+$206K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$199K
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
– –
-2,893
52
– –
0
53
– –
0
54
– –
-5,306
1 2
3