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
$810M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.9M
3
+$7.49M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Top Sells

1
+$7.63M
2
+$7.43M
3
+$6.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6M

Sector Composition

1 Technology 13.88%
2 Financials 6.38%
3 Industrials 5.14%
4 Healthcare 5.13%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.72M 0.7%
53,350
-23,601
27
$5.7M 0.69%
343,308
-100,481
28
$5.2M 0.63%
31,431
-3,851
29
$5.04M 0.61%
67,907
+19,890
30
$4.96M 0.6%
34,079
+1,439
31
$4.87M 0.59%
+94,496
32
$4.84M 0.59%
49,541
-98
33
$4.66M 0.57%
166,914
-2,035
34
$4.66M 0.57%
40,377
-1,937
35
$4.45M 0.54%
28,277
-5,684
36
$4.36M 0.53%
70,497
-64,470
37
$4.32M 0.53%
23,084
+2,438
38
$4.32M 0.53%
63,971
-88,938
39
$4.06M 0.49%
+208,581
40
$3.95M 0.48%
54,546
-2,747
41
$3.81M 0.46%
150,828
+21,743
42
$3.7M 0.45%
42,690
-1,740
43
$3.67M 0.45%
98,590
-12,926
44
$3.65M 0.44%
+203,405
45
$3.54M 0.43%
29,255
-544
46
$3.52M 0.43%
58,455
+241
47
$3.5M 0.43%
67,667
-260
48
$3.42M 0.42%
65,390
-117,575
49
$3.38M 0.41%
+54,828
50
$3.37M 0.41%
24,978
-1,956
1
2
3 4 5