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
$444M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16M
3
+$15.6M
4
AAPL icon
Apple
AAPL
+$4.38M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.77M

Top Sells

1
+$5.16M
2
+$4.57M
3
+$4.07M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.89M
5
BND icon
Vanguard Total Bond Market
BND
+$3.44M

Sector Composition

1 Technology 6.57%
2 Healthcare 6.19%
3 Industrials 5.54%
4 Financials 5.23%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$299K 0.07%
5,578
+1,356
277
$298K 0.07%
1
278
$295K 0.07%
3,208
279
$290K 0.07%
+1,742
280
$284K 0.06%
+1,395
281
$282K 0.06%
+5,793
282
$278K 0.06%
+5,354
283
$276K 0.06%
15,259
+569
284
$273K 0.06%
5,120
+107
285
$270K 0.06%
1,702
-104
286
$270K 0.06%
4,179
-1,990
287
$269K 0.06%
+1,754
288
$269K 0.06%
3,987
-93
289
$269K 0.06%
+2,602
290
$268K 0.06%
47,900
-2,200
291
$264K 0.06%
4,038
-352
292
$262K 0.06%
17,873
-2,440
293
$259K 0.06%
+4,037
294
$256K 0.06%
+4,828
295
$250K 0.06%
3,503
+330
296
$249K 0.06%
+15,000
297
$249K 0.06%
2,145
-1,957
298
$248K 0.06%
+1,403
299
$248K 0.06%
3,186
-5,640
300
$247K 0.06%
+3,694
10 11
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