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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$388K 0.07%
4,070
-354
277
$387K 0.07%
7,134
-394
278
$381K 0.06%
5,047
-262
279
$375K 0.06%
+36,325
280
$366K 0.06%
6,680
+2,102
281
$366K 0.06%
19,144
-492
282
$365K 0.06%
+4,425
283
$362K 0.06%
4,873
-254
284
$362K 0.06%
10,890
-1,240
285
$359K 0.06%
4,680
+104
286
$358K 0.06%
1,583
+23
287
$358K 0.06%
+3,909
288
$358K 0.06%
3,509
-2,559
289
$358K 0.06%
+8,278
290
$354K 0.06%
13,058
-6,225
291
$353K 0.06%
5,908
292
$350K 0.06%
17,400
293
$348K 0.06%
+1,628
294
$344K 0.06%
4,654
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295
$343K 0.06%
12,710
+885
296
$339K 0.06%
2,096
+118
297
$338K 0.06%
4,777
+1,117
298
$338K 0.06%
3,070
-57
299
$332K 0.06%
+1,496
300
$330K 0.06%
3,168
-20,578
10 11
12
13 14