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
$882M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.43M
3
+$7.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.01M
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$5.22M

Top Sells

1
+$14.8M
2
+$13.9M
3
+$5.58M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.02M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.67M

Sector Composition

1 Technology 11.2%
2 Financials 8.7%
3 Healthcare 5.63%
4 Industrials 5.46%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$818K 0.09%
18,985
-100
252
$817K 0.09%
18,026
-4,671
253
$816K 0.09%
7,095
+379
254
$814K 0.09%
20,008
+1,588
255
$813K 0.09%
66,699
+21,491
256
$812K 0.09%
28,127
+3,937
257
$802K 0.09%
7,603
+1,173
258
$801K 0.09%
22,229
-1,817
259
$796K 0.09%
40,302
+3,032
260
$793K 0.09%
20,321
-1,591
261
$787K 0.09%
16,227
-1,963
262
$782K 0.09%
16,280
-14,382
263
$775K 0.09%
9,239
-2,718
264
$771K 0.09%
1,520
+15
265
$769K 0.09%
9,378
-30,630
266
$758K 0.09%
17,285
-159
267
$749K 0.09%
2,403
+39
268
$741K 0.08%
85,314
+3,182
269
$731K 0.08%
14,658
-10
270
$726K 0.08%
20,513
+7,697
271
$721K 0.08%
2,054
+95
272
$713K 0.08%
6,852
+510
273
$711K 0.08%
4,073
-1,312
274
$709K 0.08%
2,154
275
$695K 0.08%
13,938
+61
9 10
11
12 13