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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$296K 0.06%
+6,180
277
$296K 0.06%
3,491
-1,001
278
$295K 0.06%
58,050
279
$292K 0.06%
3,665
280
$292K 0.06%
5,910
+699
281
$292K 0.06%
10,203
+727
282
$291K 0.06%
+7,388
283
$290K 0.06%
5,149
+497
284
$288K 0.06%
16,324
-3,423
285
$288K 0.06%
5,357
-1,976
286
$287K 0.06%
1,315
-852
287
$285K 0.06%
+2,296
288
$285K 0.06%
4,075
-1,844
289
$283K 0.06%
1,432
+65
290
$282K 0.06%
+2,220
291
$281K 0.06%
+3,002
292
$281K 0.06%
+21,028
293
$277K 0.06%
3,014
-694
294
$276K 0.06%
4,639
-1,680
295
$274K 0.06%
4,109
+142
296
$273K 0.06%
12,537
-1,298
297
$272K 0.06%
4,258
-3,906
298
$272K 0.06%
+14,122
299
$272K 0.06%
60,480
+600
300
$269K 0.06%
+1,488
10 11
12
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