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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 0.78%
78,141
+37,239
27
$3.62M 0.77%
33,509
+29,983
28
$3.42M 0.73%
33,755
+4,264
29
$3.41M 0.72%
42,752
-4,128
30
$3.38M 0.72%
42,634
+16,520
31
$3.33M 0.71%
+94,411
32
$3.31M 0.7%
21,159
+635
33
$3.27M 0.69%
26,530
+10,993
34
$3.14M 0.67%
48,436
+10,101
35
$3.12M 0.66%
28,354
+335
36
$3.09M 0.66%
76,764
+41,657
37
$3.05M 0.65%
59,079
+53,583
38
$3.04M 0.65%
39,397
+26,977
39
$2.9M 0.61%
43,780
+8,694
40
$2.77M 0.59%
101,821
-15,004
41
$2.74M 0.58%
54,991
-2,606
42
$2.71M 0.58%
115,968
+24,418
43
$2.65M 0.56%
72,418
-31,547
44
$2.6M 0.55%
43,275
+1,950
45
$2.56M 0.54%
10,888
+353
46
$2.48M 0.53%
140,488
-23,645
47
$2.42M 0.51%
47,899
+323
48
$2.39M 0.51%
1,756
+8
49
$2.34M 0.5%
15,257
-314
50
$2.25M 0.48%
38,240
+4,020
1
2
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