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
$276M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$909K
3
+$814K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$537K
5
BND icon
Vanguard Total Bond Market
BND
+$355K

Top Sells

1
+$266K
2
+$251K
3
+$209K
4
CSCO icon
Cisco
CSCO
+$200K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$193K

Sector Composition

1 Technology 2.83%
2 Healthcare 2.29%
3 Communication Services 1.53%
4 Financials 0.61%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,157
52
– –
-3,966
1 2
3