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
$738M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.29M
3
+$7.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.77M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.94M

Top Sells

1
+$21.1M
2
+$13.4M
3
+$8.39M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.46M
5
AMZN icon
Amazon
AMZN
+$5.11M

Sector Composition

1 Technology 10.73%
2 Healthcare 5.44%
3 Financials 4.6%
4 Industrials 4.56%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$290K 0.04%
+3,619
402
$290K 0.04%
227
-2
403
$290K 0.04%
3,029
+395
404
$288K 0.04%
2,932
+263
405
$286K 0.04%
35,650
406
$286K 0.04%
1,259
-28
407
$282K 0.04%
15,412
-750
408
$281K 0.04%
1,980
409
$280K 0.04%
29,300
-11,390
410
$279K 0.04%
3,850
411
$279K 0.04%
2,710
412
$278K 0.04%
32,836
413
$277K 0.04%
16,912
-233
414
$276K 0.04%
+4,720
415
$276K 0.04%
+9,915
416
$276K 0.04%
1,119
417
$275K 0.04%
5,541
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418
$273K 0.04%
3,261
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419
$273K 0.04%
1,277
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420
$271K 0.04%
20,706
-1,056
421
$269K 0.04%
1,773
-25
422
$269K 0.04%
12,226
+1,444
423
$268K 0.04%
3,793
-2
424
$267K 0.04%
5,902
-492
425
$266K 0.03%
747
-756
15 16
17
18 19