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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$326K 0.06%
3,991
+778
302
$326K 0.06%
6,913
-160
303
$326K 0.06%
13,830
+2,000
304
$325K 0.06%
10,893
-30,819
305
$324K 0.06%
35,331
+514
306
$324K 0.06%
+1,378
307
$323K 0.05%
1,937
+30
308
$318K 0.05%
1,647
+94
309
$318K 0.05%
14,850
+428
310
$315K 0.05%
12,101
+1,993
311
$313K 0.05%
21,766
+3,724
312
$311K 0.05%
19,754
-1,283
313
$310K 0.05%
2,466
+12
314
$310K 0.05%
2,538
+84
315
$308K 0.05%
+10,951
316
$307K 0.05%
+1,093
317
$306K 0.05%
+3,764
318
$306K 0.05%
+4,150
319
$306K 0.05%
5,878
+225
320
$305K 0.05%
3,327
-1,084
321
$305K 0.05%
+8,998
322
$305K 0.05%
1,978
-355
323
$300K 0.05%
6,803
+727
324
$300K 0.05%
8,652
-38
325
$300K 0.05%
10,320
11 12
13
14 15