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
$738M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.29M
3
+$7.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.77M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.94M

Top Sells

1
+$21.1M
2
+$13.4M
3
+$8.39M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.46M
5
AMZN icon
Amazon
AMZN
+$5.11M

Sector Composition

1 Technology 10.73%
2 Healthcare 5.44%
3 Financials 4.6%
4 Industrials 4.56%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.54M 0.73%
33,961
-15,191
27
$5.47M 0.72%
35,282
+8,266
28
$5.15M 0.68%
82,562
+16,435
29
$5.04M 0.66%
168,949
-7,468
30
$4.94M 0.65%
+54,521
31
$4.93M 0.65%
49,639
-152
32
$4.83M 0.63%
11,787
-11,986
33
$4.54M 0.6%
12,061
+10,439
34
$4.5M 0.59%
42,314
-734
35
$4.36M 0.57%
42,019
-1,377
36
$4.34M 0.57%
111,516
+12,897
37
$4.29M 0.56%
26,934
-2,008
38
$4.25M 0.56%
32,640
-4,451
39
$4.1M 0.54%
57,293
-1,395
40
$3.98M 0.52%
100,948
-69,096
41
$3.98M 0.52%
+53,885
42
$3.88M 0.51%
29,616
+7,467
43
$3.8M 0.5%
267,027
-2,276
44
$3.68M 0.48%
20,646
-811
45
$3.61M 0.47%
58,214
+1,854
46
$3.6M 0.47%
115,430
+2,566
47
$3.59M 0.47%
48,017
-41,137
48
$3.55M 0.47%
67,927
+1,678
49
$3.5M 0.46%
58,274
+12,357
50
$3.3M 0.43%
118,760
+16,800
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