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
351
$262K 0.04%
+6,605
352
$260K 0.04%
+9,600
353
$259K 0.04%
2,138
-18,028
354
$256K 0.04%
+2,370
355
$254K 0.04%
2,281
-23
356
$252K 0.04%
11,492
-10,703
357
$252K 0.04%
3,180
358
$251K 0.04%
1,374
-72
359
$250K 0.04%
+4,356
360
$246K 0.04%
+3,790
361
$245K 0.04%
+4,124
362
$244K 0.04%
3,990
+950
363
$243K 0.04%
+3,400
364
$240K 0.04%
+4,274
365
$237K 0.04%
+1,000
366
$236K 0.04%
+9,297
367
$235K 0.04%
+19,054
368
$235K 0.04%
+3,866
369
$233K 0.04%
2,469
-200
370
$232K 0.04%
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371
$229K 0.04%
+7,581
372
$227K 0.04%
+7,775
373
$227K 0.04%
58,039
+3,517
374
$226K 0.04%
613
+44
375
$225K 0.04%
+2,708
13 14
15
16 17