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
501
$224K 0.03%
8,703
-628
502
$224K 0.03%
+6,678
503
$223K 0.03%
4,009
-29
504
$222K 0.03%
3,129
+533
505
$220K 0.03%
2,047
-2,204
506
$220K 0.03%
17,650
-1,500
507
$220K 0.03%
+1,264
508
$218K 0.03%
3,722
-5,183
509
$218K 0.03%
6,112
-400
510
$217K 0.03%
1,090
-1,394
511
$216K 0.03%
487
+7
512
$216K 0.03%
+3,030
513
$213K 0.03%
2,560
+168
514
$212K 0.03%
6,288
-2,109
515
$212K 0.03%
+9,769
516
$212K 0.03%
1,888
-500
517
$210K 0.03%
16,460
-12,840
518
$208K 0.03%
176
+1
519
$208K 0.03%
443
-35
520
$205K 0.03%
+386
521
$204K 0.02%
+5,700
522
$204K 0.02%
465
523
$203K 0.02%
44,667
+21,267
524
$202K 0.02%
10,300
525
$202K 0.02%
+2,886
19 20
21
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