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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$412K 0.09%
10,287
+2,896
227
$410K 0.09%
+5,539
228
$401K 0.09%
6,174
-71
229
$399K 0.08%
5,300
+200
230
$399K 0.08%
39,882
+966
231
$392K 0.08%
2,220
-117
232
$392K 0.08%
6,210
+1,300
233
$387K 0.08%
4,151
+229
234
$383K 0.08%
+1,583
235
$377K 0.08%
2,138
-308
236
$377K 0.08%
6,290
+198
237
$371K 0.08%
1,884
+44
238
$368K 0.08%
22,892
-7,456
239
$367K 0.08%
+13,928
240
$366K 0.08%
19,852
-7,727
241
$360K 0.08%
+11,763
242
$358K 0.08%
1,344
+77
243
$356K 0.08%
6,700
+175
244
$356K 0.08%
+2,233
245
$355K 0.08%
4,209
-721
246
$355K 0.08%
3,412
+30
247
$353K 0.08%
2,682
+433
248
$351K 0.07%
4,847
+141
249
$348K 0.07%
1,908
-72
250
$348K 0.07%
3,178
-77
8 9
10
11 12