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
376
$220K 0.05%
+5,214
377
$219K 0.05%
8,631
-100
378
$213K 0.04%
+3,101
379
$213K 0.04%
7,867
-1,179
380
$210K 0.04%
+6,996
381
$209K 0.04%
4,488
-1,192
382
$207K 0.04%
+1,913
383
$207K 0.04%
4,720
+166
384
$206K 0.04%
+2,084
385
$206K 0.04%
8,200
386
$205K 0.04%
+1,361
387
$204K 0.04%
+2,608
388
$202K 0.04%
+4,442
389
$201K 0.04%
+1,187
390
$201K 0.04%
+2,900
391
$200K 0.04%
+2,009
392
$194K 0.04%
20,350
393
$187K 0.04%
10,121
+540
394
$185K 0.04%
+14,500
395
$181K 0.04%
37,831
+10,900
396
$176K 0.04%
24,000
+12,400
397
$170K 0.04%
+18,422
398
$169K 0.04%
3,135
-143
399
$167K 0.04%
26,980
+12,352
400
$146K 0.03%
+13,050
14 15
16
17 18