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
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.65%
2 Healthcare 7.21%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$279K 0.06%
3,613
+322
327
$279K 0.06%
+4,793
328
$277K 0.06%
2,816
+179
329
$276K 0.06%
+1,594
330
$275K 0.06%
1,893
-2,585
331
$273K 0.06%
3,106
332
$272K 0.06%
577
-82
333
$272K 0.06%
3,143
+488
334
$271K 0.06%
+3,522
335
$271K 0.06%
9,476
+365
336
$269K 0.06%
3,353
+100
337
$269K 0.06%
+1,511
338
$268K 0.06%
2,177
+62
339
$267K 0.06%
1,896
-29
340
$266K 0.06%
+1,037
341
$265K 0.06%
+2,493
342
$265K 0.06%
21,880
-225
343
$264K 0.06%
13,002
-207
344
$263K 0.06%
4,666
-1,436
345
$261K 0.05%
6,244
+1,419
346
$257K 0.05%
4,668
+518
347
$256K 0.05%
16,880
-1,380
348
$256K 0.05%
5,793
-400
349
$255K 0.05%
+2,551
350
$255K 0.05%
+9,616
12 13
14
15 16