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
351
$219K 0.04%
2,179
-3,603
352
$218K 0.04%
+6,229
353
$218K 0.04%
+3,617
354
$215K 0.04%
+2,002
355
$214K 0.04%
+4,246
356
$214K 0.04%
+8,800
357
$213K 0.04%
+6,214
358
$213K 0.04%
11,380
-29,400
359
$211K 0.04%
3,268
-4,918
360
$210K 0.04%
2,832
+20
361
$210K 0.04%
6,270
-2,844
362
$209K 0.04%
2,087
-164
363
$207K 0.04%
2,753
-750
364
$206K 0.04%
1,824
-321
365
$206K 0.04%
+3,361
366
$206K 0.04%
+8,200
367
$204K 0.04%
+3,132
368
$204K 0.04%
+3,140
369
$203K 0.04%
+10,232
370
$202K 0.04%
+1,960
371
$201K 0.04%
+6,405
372
$201K 0.04%
+16,100
373
$201K 0.04%
+2,900
374
$201K 0.04%
3,961
-16,817
375
$201K 0.04%
+10,160
13 14
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