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
$810M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.9M
3
+$7.49M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Top Sells

1
+$7.63M
2
+$7.43M
3
+$6.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6M

Sector Composition

1 Technology 13.88%
2 Financials 6.38%
3 Industrials 5.14%
4 Healthcare 5.13%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$607K 0.07%
7,012
-8,697
277
$606K 0.07%
1,839
+726
278
$587K 0.07%
6,153
-1,063
279
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280
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281
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282
$575K 0.07%
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283
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12,573
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284
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286
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287
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288
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289
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290
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291
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299
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300
$542K 0.07%
10,724
-30
10 11
12
13 14