HP
HT Partners Portfolio holdings
AUM
$327M
1-Year Est. Return
14.41%
1 Year Est. Return
+14.41%
AUM
$327M
AUM Growth
+$35.8M
(+12%)
Holding
52
Top Buys
| 1 | +$9.88M | |
| 2 | +$8.42M | |
| 3 | +$5.96M | |
| 4 |
Broadcom
AVGO
|
+$241K |
| 5 |
General Dynamics
GD
|
+$204K |
Top Sells
| 1 | +$7.53M | |
| 2 | +$6.45M | |
| 3 | +$611K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$609K |
| 5 |
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
Danaher
DHR
$148B
| – | – |
-992
|
|
||
|
52
Amgen
AMGN
$172B
| – | – |
-686
|
|