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
$294M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$4.73M
3
+$2.96M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.18M
5
AVGO icon
Broadcom
AVGO
+$221K

Top Sells

1
+$2.08M
2
+$226K
3
+$221K
4
GD icon
General Dynamics
GD
+$212K
5
LLY icon
Eli Lilly
LLY
+$125K

Sector Composition

1 Technology 3.33%
2 Healthcare 2%
3 Communication Services 1.75%
4 Consumer Discretionary 0.45%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,561
52
– –
-700
53
– –
-686
1 2
3