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
$738M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.29M
3
+$7.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.77M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.94M

Top Sells

1
+$21.1M
2
+$13.4M
3
+$8.39M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.46M
5
AMZN icon
Amazon
AMZN
+$5.11M

Sector Composition

1 Technology 10.73%
2 Healthcare 5.44%
3 Financials 4.6%
4 Industrials 4.56%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$347K 0.05%
6,031
+88
352
$347K 0.05%
3,549
-197
353
$346K 0.05%
2,193
-4,285
354
$344K 0.05%
8,855
+547
355
$344K 0.05%
9,050
-4,600
356
$344K 0.05%
+7,835
357
$341K 0.04%
32,780
358
$341K 0.04%
11,624
+66
359
$341K 0.04%
1,400
-167
360
$339K 0.04%
1,018
-6,758
361
$337K 0.04%
3,050
+436
362
$334K 0.04%
6,975
+675
363
$333K 0.04%
10,287
+215
364
$329K 0.04%
4,796
-1,306
365
$329K 0.04%
+1,786
366
$328K 0.04%
3,284
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367
$327K 0.04%
1,113
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368
$322K 0.04%
3,184
-3,709
369
$322K 0.04%
8,159
-144
370
$321K 0.04%
2,217
-11
371
$321K 0.04%
+4,565
372
$317K 0.04%
6,344
+102
373
$317K 0.04%
2,012
374
$316K 0.04%
1,106
-150
375
$316K 0.04%
+12,943
13 14
15
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