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
451
$242K 0.03%
15,506
-363
452
$241K 0.03%
15,800
+5,300
453
$240K 0.03%
+1,620
454
$240K 0.03%
1,878
-371
455
$239K 0.03%
30,116
-1,100
456
$239K 0.03%
19,188
-21,208
457
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5,970
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458
$236K 0.03%
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+686
459
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513
460
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+4,055
461
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462
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463
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-30
464
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6,631
-34
465
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466
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467
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471
$227K 0.03%
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472
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473
$225K 0.03%
735
-23
474
$224K 0.03%
710
-2
475
$224K 0.03%
+36,900
17 18
19
20 21