HH

Hilltop Holdings Portfolio holdings

AUM $1.89B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.63%
2 Healthcare 7.23%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
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