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
526
$241K 0.03%
+2,145
527
$240K 0.03%
5,028
-1,530
528
$239K 0.03%
+8,750
529
$237K 0.03%
5,710
-392
530
$235K 0.03%
1,071
-13
531
$235K 0.03%
1,852
-19
532
$235K 0.03%
8,712
-578
533
$235K 0.03%
11,848
-660
534
$234K 0.03%
+1,096
535
$233K 0.03%
15,500
-300
536
$233K 0.03%
29,581
537
$233K 0.03%
777
+47
538
$232K 0.03%
8,590
-168,692
539
$231K 0.03%
+5,050
540
$229K 0.03%
485
-3
541
$225K 0.03%
992
-27
542
$224K 0.03%
+1,621
543
$223K 0.03%
+3,265
544
$220K 0.03%
11,357
-293
545
$219K 0.02%
103,370
-48,112
546
$219K 0.02%
+446
547
$218K 0.02%
2,814
548
$216K 0.02%
10,800
549
$215K 0.02%
18,787
+655
550
$214K 0.02%
5,919
-488
20 21
22
23 24