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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 0.75%
158,552
-12,282
27
$4.25M 0.74%
176,667
+35,106
28
$4.2M 0.73%
+135,256
29
$4.14M 0.72%
49,382
+15,176
30
$4.03M 0.7%
44,129
+10,166
31
$4.01M 0.7%
53,730
+8,273
32
$4.01M 0.7%
52,039
+5,557
33
$3.93M 0.69%
11,625
+7,900
34
$3.75M 0.66%
64,187
+3,473
35
$3.72M 0.65%
47,489
+22,996
36
$3.51M 0.61%
13,214
+7,453
37
$3.47M 0.61%
27,085
+6,706
38
$3.46M 0.6%
49,603
-12,903
39
$3.27M 0.57%
32,916
-612
40
$3.26M 0.57%
34,472
+4,040
41
$3.16M 0.55%
115,404
+8,071
42
$2.93M 0.51%
40,540
+31,140
43
$2.84M 0.5%
65,408
+12,154
44
$2.79M 0.49%
74,395
+32,355
45
$2.65M 0.46%
+44,223
46
$2.62M 0.46%
22,946
+7,965
47
$2.6M 0.45%
+52,316
48
$2.6M 0.45%
54,434
-6,521
49
$2.54M 0.44%
37,681
+4,656
50
$2.54M 0.44%
21,639
-115,991
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