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
426
$266K 0.03%
2,655
+160
427
$266K 0.03%
+2,612
428
$264K 0.03%
465
429
$261K 0.03%
478
+22
430
$259K 0.03%
11,000
431
$258K 0.03%
3,246
+84
432
$258K 0.03%
+10,732
433
$257K 0.03%
3,378
+303
434
$255K 0.03%
1,941
-124
435
$253K 0.03%
2,388
-100
436
$253K 0.03%
5,125
437
$251K 0.03%
8,469
438
$251K 0.03%
9,395
-20,647
439
$250K 0.03%
744
-74
440
$250K 0.03%
1,317
+117
441
$249K 0.03%
1,182
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442
$248K 0.03%
19,150
443
$247K 0.03%
6,381
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444
$246K 0.03%
5,571
445
$246K 0.03%
3,248
446
$245K 0.03%
2,429
+400
447
$244K 0.03%
2,392
+81
448
$243K 0.03%
4,989
+211
449
$243K 0.03%
1,187
-31
450
$242K 0.03%
4,266
16 17
18
19 20