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
301
$542K 0.07%
+2,212
302
$542K 0.07%
15,094
-176
303
$537K 0.07%
6,160
304
$529K 0.06%
+24,391
305
$523K 0.06%
2,306
+57
306
$522K 0.06%
2,710
+39
307
$521K 0.06%
59,902
-8,409
308
$520K 0.06%
2,656
-26
309
$520K 0.06%
20,786
-1,509
310
$520K 0.06%
+1,968
311
$517K 0.06%
8,050
-680
312
$515K 0.06%
+4,649
313
$514K 0.06%
4,083
+378
314
$514K 0.06%
2,984
-38
315
$509K 0.06%
+6,712
316
$503K 0.06%
3,415
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317
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13,862
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318
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1,043
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319
$481K 0.06%
37,555
320
$478K 0.06%
4,821
-175
321
$476K 0.06%
6,555
+388
322
$475K 0.06%
5,260
+642
323
$474K 0.06%
9,607
-1,052
324
$472K 0.06%
35,050
+6,700
325
$472K 0.06%
5,974
+2,355
11 12
13
14 15