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
$335M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.34M
3
+$991K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$885K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$830K

Top Sells

1
+$4.57M
2
+$2.54M
3
+$505K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$329K
5
AAPL icon
Apple
AAPL
+$225K

Sector Composition

1 Technology 1.8%
2 Healthcare 1.54%
3 Communication Services 1.04%
4 Financials 0.44%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-15,971
52
– –
0
1 2
3