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
351
$255K 0.05%
15,500
-290
352
$255K 0.05%
+2,049
353
$254K 0.05%
+2,997
354
$253K 0.05%
4,683
+479
355
$252K 0.05%
2,753
+154
356
$252K 0.05%
1,243
-13
357
$250K 0.05%
+7,496
358
$250K 0.05%
4,730
+129
359
$248K 0.05%
5,308
+97
360
$246K 0.05%
10,355
361
$244K 0.05%
+1,380
362
$242K 0.05%
1,573
-25
363
$240K 0.05%
1,072
+262
364
$240K 0.05%
+3,948
365
$238K 0.05%
1,532
+144
366
$236K 0.05%
1,602
-931
367
$235K 0.05%
1,805
+90
368
$234K 0.05%
2,800
369
$234K 0.05%
+10,853
370
$231K 0.05%
+5,584
371
$231K 0.05%
+29,030
372
$231K 0.05%
9,444
-2,746
373
$225K 0.05%
+2,841
374
$225K 0.05%
6,988
-45
375
$223K 0.05%
+4,919
13 14
15
16 17