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
426
$300K 0.04%
2,482
-27
427
$300K 0.04%
4,442
-61
428
$298K 0.04%
+1,837
429
$296K 0.04%
214
-13
430
$296K 0.04%
+3,810
431
$295K 0.04%
1,978
-40
432
$294K 0.04%
12,343
-600
433
$293K 0.04%
3,276
+15
434
$292K 0.04%
+5,091
435
$290K 0.04%
2,710
436
$287K 0.03%
2,894
-390
437
$282K 0.03%
1,438
+319
438
$282K 0.03%
+8,650
439
$282K 0.03%
2,655
440
$281K 0.03%
2,026
-191
441
$280K 0.03%
35,650
442
$277K 0.03%
32,836
443
$277K 0.03%
3,801
-49
444
$276K 0.03%
1,635
+15
445
$275K 0.03%
490
-5
446
$274K 0.03%
41,493
-85,403
447
$273K 0.03%
1,945
+4
448
$272K 0.03%
29,100
+5,000
449
$272K 0.03%
28,761
-4,166
450
$271K 0.03%
6,275
-50
16 17
18
19 20