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
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.65%
2 Healthcare 7.21%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$331K 0.07%
1,251
-4
302
$330K 0.07%
+9,602
303
$328K 0.07%
5,386
-1,588
304
$326K 0.07%
5,899
+2,162
305
$326K 0.07%
+2,324
306
$320K 0.07%
1
307
$320K 0.07%
2,473
-274
308
$319K 0.07%
15,799
+427
309
$318K 0.07%
7,959
+1,383
310
$318K 0.07%
32,800
-1,500
311
$316K 0.07%
3,495
+919
312
$315K 0.07%
2,425
-27
313
$309K 0.06%
+6,185
314
$308K 0.06%
9,262
+1,993
315
$305K 0.06%
3,972
+53
316
$298K 0.06%
4,665
-94
317
$296K 0.06%
+1,534
318
$295K 0.06%
12,130
319
$293K 0.06%
+5,053
320
$292K 0.06%
+5,661
321
$290K 0.06%
1,237
+163
322
$287K 0.06%
7,156
+586
323
$285K 0.06%
3,376
+1,080
324
$284K 0.06%
+3,033
325
$283K 0.06%
+3,855
11 12
13
14 15