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
$283M
AUM Growth
-$362K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.82M
3
+$469K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$313K
5
TSLA icon
Tesla
TSLA
+$272K

Top Sells

1
+$15.9M
2
+$3.01M
3
+$1.01M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$864K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$573K

Sector Composition

1 Technology 3.29%
2 Healthcare 2.51%
3 Communication Services 1.69%
4 Consumer Discretionary 0.49%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.07%
+3,966
52
– –
-3,055
53
– –
-1,374
1 2
3