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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$264K 0.06%
5,952
-392
302
$262K 0.06%
3,924
+114
303
$262K 0.06%
4,107
-1,030
304
$258K 0.05%
1,792
305
$257K 0.05%
2,224
306
$255K 0.05%
+3,636
307
$255K 0.05%
4,461
-728
308
$254K 0.05%
+1,950
309
$251K 0.05%
2,293
+68
310
$250K 0.05%
3,076
-106
311
$249K 0.05%
+3,091
312
$249K 0.05%
2,317
-78
313
$248K 0.05%
1,641
-472
314
$246K 0.05%
951
-13
315
$246K 0.05%
+1,313
316
$245K 0.05%
+7,456
317
$245K 0.05%
+1,165
318
$243K 0.05%
6,049
-151
319
$243K 0.05%
2,668
-564
320
$241K 0.05%
+2,041
321
$239K 0.05%
2,097
+26
322
$238K 0.05%
17,770
323
$236K 0.05%
+1,984
324
$235K 0.05%
9,230
+648
325
$234K 0.05%
5,708
-37
11 12
13
14 15