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
$738M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.29M
3
+$7.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.77M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.94M

Top Sells

1
+$21.1M
2
+$13.4M
3
+$8.39M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.46M
5
AMZN icon
Amazon
AMZN
+$5.11M

Sector Composition

1 Technology 10.73%
2 Healthcare 5.44%
3 Financials 4.6%
4 Industrials 4.56%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$520K 0.07%
5,712
-985
277
$519K 0.07%
2,671
-5
278
$519K 0.07%
4,953
-203
279
$518K 0.07%
1,630
-6
280
$514K 0.07%
4,863
+2,376
281
$514K 0.07%
10,754
-350
282
$514K 0.07%
1,612
283
$513K 0.07%
6,160
284
$509K 0.07%
+17,400
285
$506K 0.07%
28,531
-13,750
286
$506K 0.07%
5,165
-3,035
287
$503K 0.07%
40,458
+1,574
288
$503K 0.07%
3,022
-97
289
$503K 0.07%
+2,392
290
$498K 0.07%
5,768
+129
291
$498K 0.07%
3,608
+453
292
$490K 0.06%
12,929
-3,721
293
$487K 0.06%
+8,905
294
$481K 0.06%
38,206
+4
295
$480K 0.06%
12,833
-105
296
$477K 0.06%
2,249
+92
297
$476K 0.06%
37,555
298
$471K 0.06%
3,705
+221
299
$469K 0.06%
4,251
-240
300
$465K 0.06%
+9,698
10 11
12
13 14