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
451
$316K 0.04%
+5,000
452
$313K 0.04%
11,543
-1,758
453
$310K 0.04%
2,919
-19
454
$309K 0.04%
2,710
455
$309K 0.04%
14,905
456
$308K 0.04%
812
+3
457
$308K 0.03%
2,453
-5,659
458
$307K 0.03%
6,204
+240
459
$307K 0.03%
+820
460
$307K 0.03%
11,752
-2,820
461
$307K 0.03%
216
+12
462
$304K 0.03%
4,330
-8,167
463
$304K 0.03%
3,195
-885
464
$303K 0.03%
2,188
+300
465
$302K 0.03%
1,327
466
$300K 0.03%
3,410
-560
467
$299K 0.03%
1,557
-24
468
$298K 0.03%
5,191
+500
469
$298K 0.03%
2,924
-2,556
470
$297K 0.03%
2,600
-55
471
$297K 0.03%
3,293
-5
472
$295K 0.03%
5,975
473
$294K 0.03%
187
474
$294K 0.03%
3,792
+112
475
$292K 0.03%
12,105
-5,788
17 18
19
20 21