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
451
$270K 0.03%
+17,643
452
$267K 0.03%
23,050
-5,000
453
$266K 0.03%
8,471
+2
454
$266K 0.03%
2,266
+103
455
$263K 0.03%
+31,554
456
$263K 0.03%
3,590
+342
457
$262K 0.03%
7,699
-147
458
$262K 0.03%
789
+54
459
$262K 0.03%
5,745
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460
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+8,789
461
$260K 0.03%
2,229
-74
462
$260K 0.03%
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463
$258K 0.03%
1,948
-32
464
$257K 0.03%
8,178
-3,838
465
$257K 0.03%
1,400
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466
$257K 0.03%
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467
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2,102
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468
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469
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1,131
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470
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20,008
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471
$254K 0.03%
4,314
-665
472
$250K 0.03%
5,831
+260
473
$249K 0.03%
2,179
+183
474
$249K 0.03%
12,409
+183
475
$248K 0.03%
1,279
+92
17 18
19
20 21