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
526
$202K 0.02%
+1,920
527
$201K 0.02%
+2,261
528
$201K 0.02%
+5,908
529
$201K 0.02%
8,920
-19,611
530
$201K 0.02%
2,750
-237
531
$200K 0.02%
+714
532
$195K 0.02%
10,931
-194
533
$190K 0.02%
11,900
534
$183K 0.02%
12,000
535
$180K 0.02%
20,006
-84
536
$145K 0.02%
15,657
+3,789
537
$139K 0.02%
10,122
-41
538
$139K 0.02%
+11,450
539
$134K 0.02%
13,463
+2,390
540
$128K 0.02%
11,376
-6,050
541
$124K 0.02%
10,000
-1,000
542
$123K 0.02%
11,868
+45
543
$116K 0.01%
22,500
-3,000
544
$115K 0.01%
16,400
+1,000
545
$102K 0.01%
29,300
-2,000
546
$96.2K 0.01%
15,459
547
$91.3K 0.01%
24,622
548
$90.3K 0.01%
16,842
549
$88.1K 0.01%
11,960
550
$79.5K 0.01%
10,145
20 21
22
23 24