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
$752M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$14.5M
3
+$11.5M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$10.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.89M

Top Sells

1
+$28.7M
2
+$10.5M
3
+$9.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.63M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$8.39M

Sector Composition

1 Technology 12.42%
2 Healthcare 5.98%
3 Financials 4.77%
4 Industrials 4.08%
5 Energy 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$504K 0.07%
5,667
-170
277
$503K 0.07%
5,566
+1,204
278
$498K 0.07%
44,760
+498
279
$495K 0.07%
3,760
-31
280
$495K 0.07%
+64,280
281
$493K 0.07%
2,212
+745
282
$492K 0.07%
2,813
+756
283
$482K 0.06%
12,086
+2,460
284
$478K 0.06%
5,652
-248
285
$476K 0.06%
8,825
-15,110
286
$475K 0.06%
5,605
-32
287
$475K 0.06%
5,606
+333
288
$473K 0.06%
4,166
+13
289
$470K 0.06%
8,187
+3,778
290
$467K 0.06%
3,510
+655
291
$464K 0.06%
5,097
-99
292
$463K 0.06%
3,771
+119
293
$453K 0.06%
1,991
-16
294
$452K 0.06%
9,815
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295
$446K 0.06%
2,822
+819
296
$442K 0.06%
23,217
+1,124
297
$438K 0.06%
6,158
-981
298
$437K 0.06%
7,113
+4,195
299
$436K 0.06%
8,420
+323
300
$434K 0.06%
15,319
-1,653
10 11
12
13 14