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
501
$264K 0.03%
1,599
-35
502
$262K 0.03%
3,792
503
$262K 0.03%
2,074
504
$261K 0.03%
896
-13
505
$261K 0.03%
+6,400
506
$260K 0.03%
4,092
-266
507
$257K 0.03%
11,000
508
$256K 0.03%
2,863
+264
509
$255K 0.03%
5,926
510
$254K 0.03%
1,947
+288
511
$254K 0.03%
1,105
512
$253K 0.03%
+1,163
513
$252K 0.03%
6,977
-163
514
$251K 0.03%
7,652
+433
515
$251K 0.03%
+4,816
516
$250K 0.03%
+8,511
517
$248K 0.03%
+7,998
518
$248K 0.03%
7,842
+15
519
$245K 0.03%
5,122
-13
520
$245K 0.03%
11,975
-200
521
$244K 0.03%
9,327
-1,223
522
$244K 0.03%
465
523
$243K 0.03%
+7,454
524
$243K 0.03%
+7,917
525
$242K 0.03%
+5,350
19 20
21
22 23