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
$444M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16M
3
+$15.6M
4
AAPL icon
Apple
AAPL
+$4.38M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.77M

Top Sells

1
+$5.16M
2
+$4.57M
3
+$4.07M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.89M
5
BND icon
Vanguard Total Bond Market
BND
+$3.44M

Sector Composition

1 Technology 6.57%
2 Healthcare 6.19%
3 Industrials 5.54%
4 Financials 5.23%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$356K 0.08%
+6,483
252
$349K 0.08%
14,968
+1,719
253
$346K 0.08%
3,893
+316
254
$346K 0.08%
2,568
-14
255
$342K 0.08%
65,605
+28,585
256
$337K 0.08%
4,835
+494
257
$337K 0.08%
9,114
+498
258
$336K 0.08%
16,009
+1,352
259
$336K 0.08%
1,801
260
$335K 0.08%
4,619
+653
261
$332K 0.07%
6,160
262
$332K 0.07%
18,020
+740
263
$332K 0.07%
1,727
-1,591
264
$328K 0.07%
+4,868
265
$323K 0.07%
+66,840
266
$313K 0.07%
7,684
+434
267
$308K 0.07%
1,004
+131
268
$307K 0.07%
6,068
-4,751
269
$307K 0.07%
+19,735
270
$305K 0.07%
3,533
+159
271
$303K 0.07%
+3,335
272
$302K 0.07%
44,835
+21,090
273
$300K 0.07%
7,028
+660
274
$300K 0.07%
2,070
+541
275
$299K 0.07%
4,301
-6
9 10
11
12 13