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
376
$368K 0.04%
+6,475
377
$365K 0.04%
2,226
-2,246
378
$362K 0.04%
1,164
-54
379
$361K 0.04%
+5,047
380
$360K 0.04%
19,162
+3,750
381
$360K 0.04%
17,400
382
$359K 0.04%
1,670
+56
383
$359K 0.04%
1,436
+36
384
$357K 0.04%
11,990
-950
385
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+8,939
386
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6,429
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387
$346K 0.04%
31,730
-1,050
388
$345K 0.04%
8,475
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389
$345K 0.04%
6,066
-11,399
390
$343K 0.04%
11,157
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$342K 0.04%
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10,066
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393
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+6,000
394
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395
$337K 0.04%
6,781
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396
$333K 0.04%
1,921
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397
$332K 0.04%
3,252
-1
398
$331K 0.04%
2,171
-22
399
$330K 0.04%
6,361
-366
400
$330K 0.04%
4,839
-14
14 15
16
17 18