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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$233K 0.05%
+3,278
327
$233K 0.05%
5,161
-1,453
328
$231K 0.05%
26,260
+1,148
329
$230K 0.05%
3,974
-184
330
$229K 0.05%
10,650
331
$229K 0.05%
+3,605
332
$222K 0.05%
+1,962
333
$220K 0.05%
+1,205
334
$218K 0.05%
2,565
+100
335
$216K 0.05%
1,834
336
$214K 0.05%
1,569
-34
337
$213K 0.05%
+2,710
338
$213K 0.05%
+2,267
339
$212K 0.05%
+1,727
340
$210K 0.04%
+5,085
341
$210K 0.04%
+438
342
$210K 0.04%
+4,210
343
$210K 0.04%
+6,670
344
$209K 0.04%
1,305
-29
345
$209K 0.04%
+5,038
346
$207K 0.04%
+2,197
347
$207K 0.04%
+2,448
348
$205K 0.04%
480
-302
349
$205K 0.04%
+8,483
350
$204K 0.04%
+2,344
12 13
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