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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$295K 0.05%
67,400
+31,950
327
$295K 0.05%
9,862
-34,504
328
$294K 0.05%
+10,482
329
$293K 0.05%
13,298
-3,911
330
$293K 0.05%
+1,758
331
$292K 0.05%
2,442
-187
332
$291K 0.05%
+1,060
333
$288K 0.05%
+8,800
334
$287K 0.05%
2,096
+23
335
$286K 0.05%
7,267
-520
336
$284K 0.05%
+1,348
337
$284K 0.05%
1,625
+109
338
$283K 0.05%
2,399
+209
339
$278K 0.05%
4,589
-15,347
340
$278K 0.05%
1,787
-351
341
$277K 0.05%
5,757
-15,818
342
$275K 0.05%
12,255
-699
343
$274K 0.05%
23,740
+3,812
344
$274K 0.05%
+10,503
345
$273K 0.05%
22,830
-1,200
346
$271K 0.05%
9,720
-31,820
347
$267K 0.05%
1,909
+176
348
$265K 0.05%
7,625
-1,073
349
$264K 0.04%
+2,441
350
$263K 0.04%
+4,775
12 13
14
15 16