HH

Hilltop Holdings Portfolio holdings

AUM $1.89B
1-Year Est. Return 21.35%
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.63%
2 Healthcare 7.23%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$380K 0.08%
6,200
277
$379K 0.08%
4,735
-2,739
278
$371K 0.08%
15,738
-722
279
$370K 0.08%
5,018
+993
280
$369K 0.08%
9,703
+1,211
281
$367K 0.08%
+9,595
282
$366K 0.08%
3,354
-233
283
$365K 0.08%
6,256
284
$364K 0.08%
+6,531
285
$364K 0.08%
2,390
+192
286
$361K 0.08%
5,187
-88
287
$358K 0.08%
4,914
+741
288
$354K 0.07%
1,728
-48
289
$350K 0.07%
1,628
-100
290
$349K 0.07%
7,102
-1,529
291
$346K 0.07%
5,256
-182
292
$345K 0.07%
36,793
+914
293
$342K 0.07%
5,752
+2,642
294
$340K 0.07%
4,710
+744
295
$339K 0.07%
+2,131
296
$337K 0.07%
+11,955
297
$334K 0.07%
7,785
-6,446
298
$333K 0.07%
2,133
-136
299
$332K 0.07%
3,161
-620
300
$332K 0.07%
4,674
-30
10 11
12
13 14