HP
HT Partners Portfolio holdings
AUM
$336M
1-Year Est. Return
19.42%
This Fund
S&P 500
1 Year Est. Return
+19.42%
AUM
$327M
AUM Growth
-$167K
(-0.05%)
Holding
52
Top Buys
| 1 | +$7.99M | |
| 2 | +$1.02M | |
| 3 | +$451K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$289K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$204K |
Top Sells
| 1 | +$21.1M | |
| 2 | +$5.63M | |
| 3 | +$3.25M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.27M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.23M |
Sector Composition
| 1 | Technology | 3.46% |
| 2 | Communication Services | 1.91% |
| 3 | Healthcare | 1.84% |
| 4 | Consumer Discretionary | 0.44% |
| 5 | Financials | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart Inc
WMT
$980B
| $210K | 0.06% |
+2,042
|
|
||
|
52
Schwab US Mid-Cap ETF
SCHM
$12.6B
| $208K | 0.06% |
+7,005
|
|