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
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
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2,104
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407
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408
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409
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410
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411
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738
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412
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+7,100
413
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1,536
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414
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3,011
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415
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416
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417
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418
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4,030
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419
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420
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421
$309K 0.04%
3,062
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422
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6,995
423
$308K 0.04%
2,974
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424
$304K 0.04%
881
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425
$304K 0.04%
779
+35
15 16
17
18 19