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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.64M 0.79%
36,095
+22,210
27
$4.61M 0.78%
16,614
-2,528
28
$4.15M 0.7%
15,847
+1,045
29
$4.05M 0.69%
52,615
+28,849
30
$3.7M 0.63%
18,497
-3,033
31
$3.67M 0.62%
31,461
+24,997
32
$3.64M 0.62%
10,761
+597
33
$3.55M 0.6%
59,702
+7,598
34
$3.55M 0.6%
101,975
-1,075
35
$3.52M 0.6%
23,635
+4,334
36
$3.38M 0.57%
91,165
+5,930
37
$3.05M 0.52%
34,825
+1,637
38
$3.02M 0.51%
9,697
+586
39
$3M 0.51%
20,012
+692
40
$2.99M 0.51%
75,913
+12,211
41
$2.76M 0.47%
50,281
-12,668
42
$2.76M 0.47%
82,663
+170
43
$2.75M 0.47%
127,283
+5,330
44
$2.73M 0.46%
42,946
-739
45
$2.71M 0.46%
104,872
+13,372
46
$2.71M 0.46%
104,483
+78,178
47
$2.66M 0.45%
12,492
-55
48
$2.66M 0.45%
51,623
-9,885
49
$2.65M 0.45%
5,302
+39
50
$2.6M 0.44%
15,632
+2,449
1
2
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