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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$421K 0.07%
3,150
-97
252
$421K 0.07%
2,328
+748
253
$419K 0.07%
14,350
+919
254
$418K 0.07%
11,232
+13
255
$418K 0.07%
3,690
+128
256
$417K 0.07%
1,323
-81
257
$412K 0.07%
23,614
-4,530
258
$411K 0.07%
23,957
-2,369
259
$409K 0.07%
25,932
+2,119
260
$408K 0.07%
+868
261
$407K 0.07%
3,941
+1,455
262
$405K 0.07%
3,534
+50
263
$402K 0.07%
4,619
+110
264
$402K 0.07%
4,352
+459
265
$402K 0.07%
+1,685
266
$401K 0.07%
+3,311
267
$400K 0.07%
9,414
-2,499
268
$400K 0.07%
5,584
+150
269
$398K 0.07%
4,729
+168
270
$396K 0.07%
32,826
+5,475
271
$393K 0.07%
6,681
+504
272
$392K 0.07%
6,720
-472
273
$391K 0.07%
2,795
-843
274
$390K 0.07%
3,041
+599
275
$389K 0.07%
13,426
+385
9 10
11
12 13