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
376
$224K 0.04%
1,512
+249
377
$223K 0.04%
+5,323
378
$222K 0.04%
4,734
+598
379
$221K 0.04%
11,368
-1,158
380
$220K 0.04%
+13,210
381
$218K 0.04%
6,628
-1
382
$218K 0.04%
6,467
-82
383
$217K 0.04%
5,273
-143
384
$217K 0.04%
1,478
+53
385
$217K 0.04%
+10,290
386
$215K 0.04%
+1,858
387
$214K 0.04%
1,061
+32
388
$214K 0.04%
+1,537
389
$212K 0.04%
+6,868
390
$210K 0.04%
52,777
+1,550
391
$209K 0.04%
+1,665
392
$208K 0.04%
2,880
-90
393
$208K 0.04%
+1,438
394
$206K 0.03%
+426
395
$205K 0.03%
1,764
+99
396
$204K 0.03%
+5,310
397
$201K 0.03%
+1,980
398
$200K 0.03%
+10,375
399
$186K 0.03%
12,474
-1,179
400
$177K 0.03%
16,836
+1,631
14 15
16
17 18