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HH

Hilltop Holdings Portfolio holdings

AUM $1.1B
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$16M
3
+$15.8M
4
AAPL icon
Apple
AAPL
+$4.33M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.53M

Top Sells

1
+$5.16M
2
+$4.45M
3
+$4.07M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.79M
5
BND icon
Vanguard Total Bond Market
BND
+$3.44M

Sector Composition

1 Technology 6.57%
2 Healthcare 6.19%
3 Industrials 5.54%
4 Financials 5.23%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$81K 0.02%
10,742
+658
327
$51K 0.01%
+13,985
328
$46K 0.01%
+10,720
329
$7K ﹤0.01%
+18,000
330
– –
-90,000
331
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-9,099
332
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-45,120
333
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-1,365
334
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-8,779
335
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-42,798
336
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-30,616
337
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-18,850
338
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-8,887
339
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340
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341
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342
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-49,300
343
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344
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345
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346
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-8,844
347
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-21,546
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