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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$354K 0.06%
+16,116
277
$354K 0.06%
+6,889
278
$352K 0.06%
5,197
-15,308
279
$347K 0.06%
2,218
-11,853
280
$342K 0.06%
+36,160
281
$341K 0.06%
6,256
+96
282
$340K 0.06%
+8,448
283
$340K 0.06%
+4,106
284
$337K 0.06%
+4,329
285
$335K 0.06%
+3,448
286
$335K 0.06%
2,708
+140
287
$335K 0.06%
5,877
+757
288
$334K 0.06%
26,570
+8,697
289
$333K 0.06%
+8,110
290
$332K 0.06%
2,445
+375
291
$330K 0.06%
+8,150
292
$327K 0.06%
56,440
-10,400
293
$323K 0.06%
+2,328
294
$323K 0.06%
+3,286
295
$320K 0.06%
+6,146
296
$318K 0.06%
+7,877
297
$317K 0.06%
14,476
-1,533
298
$316K 0.06%
13,679
-1,289
299
$315K 0.06%
4,347
-1,388
300
$314K 0.05%
3,717
+382
10 11
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