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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$520K 0.09%
8,193
-5,914
227
$519K 0.09%
+16,580
228
$511K 0.09%
4,325
-10,120
229
$506K 0.09%
10,870
+145
230
$503K 0.09%
+11,207
231
$502K 0.09%
37,417
+2,295
232
$494K 0.08%
4,922
-192
233
$490K 0.08%
20,838
-8,398
234
$489K 0.08%
10,572
+529
235
$486K 0.08%
1,632
+343
236
$474K 0.08%
7,685
+692
237
$471K 0.08%
6,099
+361
238
$469K 0.08%
20,998
-10,538
239
$467K 0.08%
1,434
+3
240
$460K 0.08%
2,712
+552
241
$450K 0.08%
6,403
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242
$447K 0.08%
29,960
-8,669
243
$438K 0.07%
21,940
-2,944
244
$437K 0.07%
1,732
-89
245
$435K 0.07%
+7,280
246
$432K 0.07%
1,788
+324
247
$428K 0.07%
3,109
+88
248
$424K 0.07%
2,564
+178
249
$423K 0.07%
30,771
+359
250
$422K 0.07%
9,558
-360
8 9
10
11 12