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
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.65%
2 Healthcare 7.21%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.73%
107,360
-14,513
27
$3.47M 0.73%
136,966
-19,478
28
$3.37M 0.71%
147,148
-28,844
29
$3.36M 0.71%
9,046
+1,673
30
$3.34M 0.7%
22,247
+2,988
31
$3.27M 0.69%
2,152
-54
32
$3.1M 0.65%
27,525
-1,303
33
$3.04M 0.64%
62,031
+25,515
34
$2.91M 0.61%
21,039
-1,623
35
$2.9M 0.61%
30,699
-4,983
36
$2.84M 0.6%
25,624
+23,303
37
$2.74M 0.57%
129,207
+62,954
38
$2.72M 0.57%
58,923
+26
39
$2.72M 0.57%
35,917
-60,646
40
$2.6M 0.55%
43,326
-1,218
41
$2.6M 0.55%
7,506
-1,935
42
$2.59M 0.54%
48,513
-6,176
43
$2.58M 0.54%
42,800
+3,020
44
$2.56M 0.54%
15,183
+2,282
45
$2.54M 0.53%
15,635
+1,843
46
$2.52M 0.53%
81,730
-1,064
47
$2.51M 0.53%
30,783
+359
48
$2.42M 0.51%
13,409
-339
49
$2.4M 0.5%
6,407
+1,046
50
$2.38M 0.5%
39,438
+532
1
2
3 4 5