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
$251M
AUM Growth
-$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$1.61M
3
+$925K
4
BND icon
Vanguard Total Bond Market
BND
+$369K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$217K

Top Sells

1
+$42.1M
2
+$20.5M
3
+$20.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$9.8M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$9.44M

Sector Composition

1 Technology 2.82%
2 Healthcare 2.14%
3 Communication Services 1.49%
4 Financials 0.59%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$190K 0.08%
11,324
1 2
3