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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$344K 0.07%
19,242
-1,953
252
$343K 0.07%
+4,585
253
$342K 0.07%
13,243
254
$339K 0.07%
12,934
-2,072
255
$338K 0.07%
4,210
-1,923
256
$337K 0.07%
8,814
-2,264
257
$336K 0.07%
+3,936
258
$335K 0.07%
1,702
+119
259
$335K 0.07%
10,440
+1,486
260
$334K 0.07%
+21,073
261
$327K 0.07%
+10,818
262
$324K 0.07%
7,539
+163
263
$323K 0.07%
4,278
+75
264
$322K 0.07%
2,821
+94
265
$319K 0.07%
5,820
-156
266
$319K 0.07%
3,887
+791
267
$312K 0.07%
15,110
268
$312K 0.07%
109,700
+45,050
269
$311K 0.07%
+1,898
270
$311K 0.07%
4,991
-725
271
$310K 0.07%
8,861
-43
272
$301K 0.06%
1
273
$300K 0.06%
+8,775
274
$299K 0.06%
+19,475
275
$298K 0.06%
9,197
+494
9 10
11
12 13