HP

HT Partners Portfolio holdings

AUM $336M
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.84M
2 +$7.79M
3 +$5.66M
4
GD icon
General Dynamics
GD
+$193K
5
AVGO icon
Broadcom
AVGO
+$190K

Top Sells

1 +$6.96M
2 +$5.81M
3 +$602K
4
VT icon
Vanguard Total World Stock ETF
VT
+$569K
5
AMGN icon
Amgen
AMGN
+$214K

Sector Composition

1 Technology 3.14%
2 Healthcare 1.71%
3 Communication Services 1.59%
4 Consumer Discretionary 0.41%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-992
52
-1,386