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
$752M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$14.5M
3
+$11.5M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$10.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.89M

Top Sells

1
+$28.7M
2
+$10.5M
3
+$9.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.63M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$8.39M

Sector Composition

1 Technology 12.42%
2 Healthcare 5.98%
3 Financials 4.77%
4 Industrials 4.08%
5 Energy 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$550K 0.07%
4,831
-7,169
252
$548K 0.07%
7,207
-55
253
$548K 0.07%
9,203
+2,652
254
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+1
255
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7,127
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256
$542K 0.07%
7,465
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257
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258
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259
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13,965
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260
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261
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2,386
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262
$533K 0.07%
33,040
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263
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2,146
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264
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10,049
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265
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266
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270
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271
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38,355
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272
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17,400
273
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+39,310
274
$506K 0.07%
9,619
+2,834
275
$505K 0.07%
2,568
-83
9 10
11
12 13