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
476
$247K 0.03%
+9,424
477
$247K 0.03%
703
-7
478
$246K 0.03%
1,186
479
$244K 0.03%
+5,483
480
$239K 0.03%
5,405
+1,145
481
$238K 0.03%
+5,505
482
$236K 0.03%
2,647
+216
483
$235K 0.03%
+4,731
484
$235K 0.03%
3,528
-1,268
485
$234K 0.03%
+2,550
486
$233K 0.03%
3,244
-757
487
$233K 0.03%
+2,135
488
$233K 0.03%
6,561
+180
489
$233K 0.03%
1,137
-2
490
$232K 0.03%
15,800
491
$231K 0.03%
14,486
+4,486
492
$231K 0.03%
29,406
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493
$230K 0.03%
2,322
494
$228K 0.03%
4,239
+547
495
$228K 0.03%
+3,019
496
$228K 0.03%
7,811
+17
497
$228K 0.03%
1,621
498
$227K 0.03%
30,616
+500
499
$226K 0.03%
17,719
+7,614
500
$224K 0.03%
3,516
-1,806
18 19
20
21 22