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
$810M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.9M
3
+$7.49M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Top Sells

1
+$7.63M
2
+$7.43M
3
+$6.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6M

Sector Composition

1 Technology 13.88%
2 Financials 6.38%
3 Industrials 5.14%
4 Healthcare 5.13%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$471K 0.06%
12,468
+2,316
327
$470K 0.06%
+4,214
328
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1,584
-46
329
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330
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10,376
+1,325
331
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6,017
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332
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+5,564
333
$455K 0.06%
2,716
334
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25,709
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335
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28,510
-14,011
336
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337
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338
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9,368
-5,389
339
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12,249
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340
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341
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344
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345
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+11,950
346
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18,693
-3,552
347
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1,329
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348
$427K 0.05%
7,336
+3,070
349
$425K 0.05%
5,670
-50
350
$425K 0.05%
6,575
-400
12 13
14
15 16