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
$810M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.9M
3
+$7.49M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Top Sells

1
+$7.63M
2
+$7.43M
3
+$6.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6M

Sector Composition

1 Technology 13.88%
2 Financials 6.38%
3 Industrials 5.14%
4 Healthcare 5.13%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$817K 0.1%
70,470
-32,023
227
$817K 0.1%
22,566
+709
228
$813K 0.1%
2,028
-51
229
$809K 0.1%
4,920
+174
230
$805K 0.1%
+148,037
231
$796K 0.1%
+32,634
232
$790K 0.1%
17,324
+1,492
233
$786K 0.1%
90,291
+49,833
234
$781K 0.1%
7,509
+2,646
235
$780K 0.09%
2,354
236
$769K 0.09%
7,058
+3,874
237
$764K 0.09%
3,616
-31
238
$760K 0.09%
3,088
+271
239
$756K 0.09%
18,485
-25
240
$744K 0.09%
4,382
+2,280
241
$729K 0.09%
17,547
-8,375
242
$727K 0.09%
6,398
-151
243
$722K 0.09%
8,895
-4,042
244
$721K 0.09%
1,505
+992
245
$718K 0.09%
18,149
-82,799
246
$713K 0.09%
21,579
+2,096
247
$713K 0.09%
13,380
-6,734
248
$712K 0.09%
21,832
-402
249
$703K 0.09%
6,033
-107
250
$702K 0.09%
6,958
-989
8 9
10
11 12