HH

Hilltop Holdings Portfolio holdings

AUM $1.89B
1-Year Est. Return 21.35%
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.63%
2 Healthcare 7.23%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$444K 0.09%
5,759
+919
252
$443K 0.09%
63,080
+320
253
$442K 0.09%
6,514
+2,678
254
$435K 0.09%
4,882
+484
255
$433K 0.09%
2,756
-203
256
$433K 0.09%
17,164
-1,460
257
$430K 0.09%
31,301
-2,466
258
$428K 0.09%
5,358
259
$423K 0.09%
4,267
-206
260
$422K 0.09%
7,000
-4,935
261
$422K 0.09%
10,000
262
$407K 0.09%
4,927
-37
263
$406K 0.09%
4,597
+488
264
$401K 0.08%
1,489
+600
265
$401K 0.08%
3,487
-612
266
$400K 0.08%
7,952
-4,810
267
$400K 0.08%
7,849
-62
268
$400K 0.08%
+3,418
269
$399K 0.08%
5,165
-465
270
$397K 0.08%
2,332
+241
271
$397K 0.08%
9,154
-1,996
272
$383K 0.08%
14,869
-466
273
$382K 0.08%
4,265
-507
274
$381K 0.08%
10,741
-5,840
275
$380K 0.08%
2,728
+170
9 10
11
12 13