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
$810M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.9M
3
+$7.49M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Top Sells

1
+$7.63M
2
+$7.43M
3
+$6.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6M

Sector Composition

1 Technology 13.88%
2 Financials 6.38%
3 Industrials 5.14%
4 Healthcare 5.13%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$699K 0.09%
10,105
+585
252
$698K 0.08%
7,917
+116
253
$687K 0.08%
8,164
+2,452
254
$686K 0.08%
3,647
-16
255
$683K 0.08%
39,673
+4,173
256
$678K 0.08%
14,716
-1,689
257
$666K 0.08%
10,100
258
$662K 0.08%
+2,211
259
$657K 0.08%
4,393
-412
260
$655K 0.08%
12,590
-13,656
261
$652K 0.08%
10,127
-20
262
$647K 0.08%
11,229
-257
263
$645K 0.08%
11,726
+1,675
264
$645K 0.08%
7,552
-5
265
$642K 0.08%
2,418
+50
266
$641K 0.08%
7,695
-2,409
267
$635K 0.08%
6,460
-6
268
$635K 0.08%
+3,230
269
$633K 0.08%
41,818
+3,612
270
$631K 0.08%
27,717
-8,371
271
$631K 0.08%
2,691
+299
272
$625K 0.08%
25,495
+3,576
273
$624K 0.08%
9,785
-243
274
$622K 0.08%
4,376
+768
275
$609K 0.07%
11,758
+681
9 10
11
12 13