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
476
$223K 0.03%
2,322
477
$222K 0.03%
7,794
+154
478
$221K 0.03%
24,100
479
$221K 0.03%
480
+19
480
$220K 0.03%
952
-9
481
$219K 0.03%
+4,872
482
$218K 0.03%
+2,018
483
$218K 0.03%
1,418
-89
484
$218K 0.03%
+2,138
485
$216K 0.03%
2,587
-617
486
$214K 0.03%
29,774
487
$213K 0.03%
6,312
-408
488
$212K 0.03%
+1,139
489
$211K 0.03%
+3,152
490
$210K 0.03%
9,331
+2,262
491
$209K 0.03%
755
-21
492
$206K 0.03%
8,650
-241
493
$206K 0.03%
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494
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+4,038
495
$205K 0.03%
9,112
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496
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+2,431
497
$205K 0.03%
4,014
498
$203K 0.03%
2,596
+28
499
$201K 0.03%
17,426
500
$201K 0.03%
+3,692
18 19
20
21 22