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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$311K 0.05%
3,542
-647
302
$309K 0.05%
7,066
-5,545
303
$307K 0.05%
+9,654
304
$306K 0.05%
5,532
-3,305
305
$305K 0.05%
+1,209
306
$304K 0.05%
+2,567
307
$302K 0.05%
4,297
-4
308
$299K 0.05%
1
309
$293K 0.05%
+2,335
310
$293K 0.05%
+6,696
311
$291K 0.05%
+1,539
312
$291K 0.05%
+2,609
313
$288K 0.05%
11,764
-1,809
314
$288K 0.05%
+3,732
315
$284K 0.05%
4,329
-2,178
316
$283K 0.05%
+7,382
317
$280K 0.05%
7,940
+422
318
$277K 0.05%
+5,140
319
$273K 0.05%
1,781
+27
320
$268K 0.05%
+4,113
321
$261K 0.05%
3,237
+29
322
$261K 0.05%
3,766
-272
323
$260K 0.05%
+4,306
324
$255K 0.04%
3,727
-1,108
325
$255K 0.04%
+3,378
11 12
13
14 15