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HH

Hilltop Holdings Portfolio holdings

AUM $1.1B
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.6M
3
+$13.7M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.6M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.36M

Top Sells

1
+$29.6M
2
+$13.7M
3
+$3.88M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.66M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-3,076
402
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403
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404
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-6,483
405
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406
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407
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-15,000
408
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-9,138
409
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-55,724
410
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-42,605
411
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412
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-19,735
413
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-52,350
414
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-25,416
415
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-10,846
416
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417
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-39,094
418
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419
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420
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-23,369
421
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-16,983
422
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-24,396
423
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-23,900
424
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-5,046
425
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-55,038
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