HP
HT Partners Portfolio holdings
AUM
$327M
This Quarter Return
-6.26%
1 Year Return
+12.57%
3 Year Return
+46.55%
5 Year Return
+56.54%
10 Year Return
+104.49%
AUM
$234M
AUM Growth
+$234M
(-6.8%)
Cap. Flow
+$1.07M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
90.12%
Holding
48
New
–
Increased
11
Reduced
18
Closed
3
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.14M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$806K |
| 3 |
Tesla
TSLA
|
$165K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$96.4K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$89.3K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$309K |
| 2 |
Verizon
VZ
|
$259K |
| 3 |
iShares US Technology ETF
IYW
|
$209K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$125K |
| 5 |
Apple
AAPL
|
$86.7K |
Sector Composition
| 1 | Healthcare | 1.89% |
| 2 | Technology | 1.61% |
| 3 | Communication Services | 1.06% |
| 4 | Financials | 0.52% |
| 5 | Consumer Discretionary | 0.44% |
