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
$291M
AUM Growth
-$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$6.24M
3
+$1.03M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$623K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$399K

Top Sells

1
+$6.85M
2
+$4.62M
3
+$2.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$330K
5
AVGO icon
Broadcom
AVGO
+$221K

Sector Composition

1 Technology 2.78%
2 Healthcare 2.23%
3 Communication Services 1.55%
4 Financials 0.5%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-953
1 2
3