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
351
$424K 0.05%
3,631
-2,087
352
$421K 0.05%
+5,447
353
$417K 0.05%
576
+245
354
$411K 0.05%
4,815
+250
355
$410K 0.05%
5,512
-4,325
356
$401K 0.05%
5,499
-168
357
$400K 0.05%
4,833
-621
358
$397K 0.05%
8,085
+823
359
$397K 0.05%
9,819
+964
360
$395K 0.05%
+5,658
361
$392K 0.05%
11,374
+1,087
362
$391K 0.05%
24,800
-850
363
$391K 0.05%
9,565
+1,730
364
$390K 0.05%
3,209
-340
365
$389K 0.05%
2,961
-75
366
$389K 0.05%
3,570
+330
367
$385K 0.05%
4,080
368
$384K 0.05%
13,478
-2,764
369
$382K 0.05%
3,820
+320
370
$380K 0.05%
+3,488
371
$380K 0.05%
2,390
-1,946
372
$376K 0.05%
+1,287
373
$372K 0.05%
3,074
+24
374
$370K 0.05%
12,510
-24,531
375
$370K 0.05%
4,098
+1,069
13 14
15
16 17