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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$423K 0.07%
3,082
+223
252
$420K 0.07%
+2,960
253
$419K 0.07%
+4,470
254
$419K 0.07%
+6,012
255
$414K 0.07%
12,703
-2,347
256
$406K 0.07%
+21,360
257
$406K 0.07%
+5,278
258
$405K 0.07%
2,205
-4,970
259
$403K 0.07%
3,341
-48
260
$395K 0.07%
7,677
+2,849
261
$394K 0.07%
2,476
+774
262
$393K 0.07%
+2,668
263
$390K 0.07%
+21,009
264
$388K 0.07%
28,392
+1,228
265
$384K 0.07%
6,706
-3,357
266
$378K 0.07%
+7,502
267
$373K 0.07%
17,421
-2,503
268
$365K 0.06%
5,635
+1,648
269
$363K 0.06%
671
-187
270
$363K 0.06%
+2,615
271
$363K 0.06%
12,500
-66,130
272
$362K 0.06%
+19,630
273
$362K 0.06%
+4,174
274
$359K 0.06%
+4,145
275
$358K 0.06%
+10,606
9 10
11
12 13