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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$252K 0.04%
+4,168
327
$252K 0.04%
+5,497
328
$251K 0.04%
+3,253
329
$251K 0.04%
+4,997
330
$248K 0.04%
+3,427
331
$245K 0.04%
2,911
-622
332
$244K 0.04%
+6,526
333
$242K 0.04%
4,349
+431
334
$240K 0.04%
5,211
-582
335
$237K 0.04%
3,558
-2,148
336
$236K 0.04%
3,797
-822
337
$235K 0.04%
3,532
-647
338
$234K 0.04%
3,030
+230
339
$234K 0.04%
4,625
-5,603
340
$231K 0.04%
3,526
+521
341
$231K 0.04%
+2,759
342
$229K 0.04%
1,458
-284
343
$228K 0.04%
+10,355
344
$226K 0.04%
+3,426
345
$226K 0.04%
+4,248
346
$223K 0.04%
2,450
-1,443
347
$223K 0.04%
23,035
-1,180
348
$223K 0.04%
1,453
+28
349
$220K 0.04%
+3,083
350
$220K 0.04%
+6,865
12 13
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