HH

Hilltop Holdings Portfolio holdings

AUM $1.56B
1-Year Est. Return 20.2%
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.65%
2 Healthcare 7.21%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$497K 0.1%
4,252
+1,144
227
$497K 0.1%
21,757
-9,015
228
$495K 0.1%
5,239
+371
229
$493K 0.1%
6,691
+979
230
$491K 0.1%
10,421
+3,013
231
$490K 0.1%
95,150
-2,000
232
$486K 0.1%
26,187
+1,423
233
$486K 0.1%
15,162
+150
234
$484K 0.1%
15,554
+2,155
235
$483K 0.1%
3,232
+748
236
$483K 0.1%
10,813
-9,604
237
$478K 0.1%
4,514
+25
238
$476K 0.1%
2,909
+43
239
$474K 0.1%
6,076
+32
240
$469K 0.1%
16,960
+9,660
241
$465K 0.1%
9,979
+641
242
$464K 0.1%
6,003
+1,422
243
$463K 0.1%
31,900
+3,864
244
$460K 0.1%
1,350
+200
245
$460K 0.1%
5,277
+285
246
$458K 0.1%
8,303
-1,117
247
$455K 0.1%
25,280
+5,500
248
$453K 0.1%
27,249
-3,386
249
$450K 0.09%
4,674
+56
250
$449K 0.09%
5,510
-172
8 9
10
11 12