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
$882M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.43M
3
+$7.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.01M
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$5.22M

Top Sells

1
+$14.8M
2
+$13.9M
3
+$5.58M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.02M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.67M

Sector Composition

1 Technology 11.2%
2 Financials 8.7%
3 Healthcare 5.63%
4 Industrials 5.46%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$358K 0.04%
3,515
+940
427
$358K 0.04%
23,805
428
$357K 0.04%
32,680
+1,350
429
$356K 0.04%
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-299
430
$355K 0.04%
734
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431
$351K 0.04%
1,441
-17
432
$350K 0.04%
2,966
-177
433
$347K 0.04%
5,634
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434
$344K 0.04%
9,760
+1,289
435
$343K 0.04%
24,858
+1,450
436
$342K 0.04%
11,490
437
$340K 0.04%
12,139
-1,260
438
$340K 0.04%
6,444
-1,796
439
$339K 0.04%
4,677
-1,250
440
$337K 0.04%
732
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441
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1,071
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442
$334K 0.04%
5,812
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443
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5,774
-88
444
$333K 0.04%
7,220
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445
$332K 0.04%
10,160
-850
446
$327K 0.04%
2,513
+4
447
$325K 0.04%
+3,697
448
$320K 0.04%
+5,440
449
$319K 0.04%
+2,277
450
$319K 0.04%
+421
16 17
18
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