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
551
$213K 0.02%
19,395
-347
552
$211K 0.02%
2,217
-339
553
$210K 0.02%
4,033
-1,392
554
$209K 0.02%
13,100
+1,200
555
$209K 0.02%
509
-35
556
$207K 0.02%
17,650
557
$205K 0.02%
+1,475
558
$203K 0.02%
23,026
+125
559
$203K 0.02%
2,703
-500
560
$203K 0.02%
4,079
-396
561
$203K 0.02%
23,301
-3,623
562
$203K 0.02%
26,900
-916
563
$200K 0.02%
437
-29
564
$189K 0.02%
12,667
565
$184K 0.02%
10,896
+896
566
$163K 0.02%
11,513
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567
$158K 0.02%
12,814
-3,190
568
$158K 0.02%
11,569
+13
569
$142K 0.02%
12,595
570
$141K 0.02%
14,601
-1,417
571
$136K 0.02%
25,817
-16,859
572
$124K 0.01%
+12,500
573
$110K 0.01%
29,300
574
$106K 0.01%
16,842
575
$103K 0.01%
11,960
21 22
23
24 25