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
$752M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$14.5M
3
+$11.5M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$10.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.89M

Top Sells

1
+$28.7M
2
+$10.5M
3
+$9.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.63M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$8.39M

Sector Composition

1 Technology 12.42%
2 Healthcare 5.98%
3 Financials 4.77%
4 Industrials 4.08%
5 Energy 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$247K 0.03%
1,238
+42
427
$246K 0.03%
8,104
+14
428
$246K 0.03%
9,219
-17,675
429
$246K 0.03%
1,238
+95
430
$244K 0.03%
4,028
-16
431
$244K 0.03%
5,160
+200
432
$244K 0.03%
3,995
+1,004
433
$243K 0.03%
630
-109
434
$243K 0.03%
6,110
+240
435
$242K 0.03%
6,320
+1,274
436
$241K 0.03%
2,143
+236
437
$238K 0.03%
+1,133
438
$237K 0.03%
6,598
+1,175
439
$235K 0.03%
2,674
-376
440
$235K 0.03%
2,950
-39
441
$233K 0.03%
2,641
-165
442
$230K 0.03%
6,375
-166
443
$229K 0.03%
1,604
+156
444
$228K 0.03%
+2,146
445
$228K 0.03%
+2,807
446
$227K 0.03%
2,687
+258
447
$226K 0.03%
5,256
448
$224K 0.03%
11,966
-3,994
449
$224K 0.03%
2,923
-87
450
$223K 0.03%
10,180
-1,752
16 17
18
19 20