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
$882M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.43M
3
+$7.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.01M
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$5.22M

Top Sells

1
+$14.8M
2
+$13.9M
3
+$5.58M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.02M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.67M

Sector Composition

1 Technology 11.2%
2 Financials 8.7%
3 Healthcare 5.63%
4 Industrials 5.46%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$292K 0.03%
5,441
+271
477
$292K 0.03%
1,347
-116
478
$289K 0.03%
3,881
479
$285K 0.03%
4,115
-98
480
$281K 0.03%
+2,594
481
$280K 0.03%
33,916
482
$278K 0.03%
1,893
483
$278K 0.03%
+88,000
484
$278K 0.03%
+8,783
485
$277K 0.03%
682
-10
486
$276K 0.03%
2,569
-46,718
487
$275K 0.03%
+3,440
488
$275K 0.03%
+7,803
489
$275K 0.03%
3,841
-191
490
$274K 0.03%
+25,000
491
$272K 0.03%
1,869
-78
492
$271K 0.03%
1,926
-27
493
$270K 0.03%
+1,781
494
$270K 0.03%
1,753
495
$269K 0.03%
2,224
-38
496
$267K 0.03%
+4,956
497
$267K 0.03%
2,650
498
$266K 0.03%
1,575
499
$264K 0.03%
1,225
-186
500
$264K 0.03%
6,145
18 19
20
21 22