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
$738M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.29M
3
+$7.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.77M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.94M

Top Sells

1
+$21.1M
2
+$13.4M
3
+$8.39M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.46M
5
AMZN icon
Amazon
AMZN
+$5.11M

Sector Composition

1 Technology 10.73%
2 Healthcare 5.44%
3 Financials 4.6%
4 Industrials 4.56%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$659K 0.09%
10,147
-34
227
$658K 0.09%
5,718
+7
228
$651K 0.09%
5,217
+71
229
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7,801
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230
$645K 0.08%
+19,171
231
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2,817
-141
232
$639K 0.08%
10,104
233
$638K 0.08%
22,295
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234
$633K 0.08%
5,848
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6,466
236
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15,340
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237
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32,855
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$624K 0.08%
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$622K 0.08%
35,500
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240
$619K 0.08%
11,077
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241
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$602K 0.08%
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$600K 0.08%
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$598K 0.08%
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248
$595K 0.08%
+15,832
249
$593K 0.08%
887
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250
$592K 0.08%
4,785
-41
8 9
10
11 12