HH

Hilltop Holdings Portfolio holdings

AUM $1.66B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
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
+$19.3M
2
+$10.9M
3
+$6.74M
4
AMZN icon
Amazon
AMZN
+$6.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.58M

Top Sells

1
+$7.42M
2
+$7.3M
3
+$6.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.03M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.84M

Sector Composition

1 Technology 13.6%
2 Financials 6.67%
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
401
$329K 0.04%
2,404
-46
402
$328K 0.04%
24,364
-313
403
$327K 0.04%
7,208
+1,306
404
$324K 0.04%
11,010
405
$322K 0.04%
5,386
-9,246
406
$320K 0.04%
2,104
+1,804
407
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4,746
-30
408
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10,440
+525
409
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1,278
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410
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1,089
-17
411
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738
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412
$315K 0.04%
+7,100
413
$314K 0.04%
1,536
+54
414
$312K 0.04%
3,011
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415
$312K 0.04%
4,761
-228
416
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2,112
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417
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28,472
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418
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4,030
-8
419
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+4,968
420
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+694
421
$309K 0.04%
3,062
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422
$308K 0.04%
6,995
423
$308K 0.04%
2,974
-272
424
$304K 0.04%
881
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425
$304K 0.04%
779
+35
15 16
17
18 19