We are live on ! Find out more
HH

Hilltop Holdings Portfolio holdings

AUM $1.1B
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
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
+$19.3M
2
+$10.9M
3
+$6.74M
4
AMZN icon
Amazon
AMZN
+$6.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.58M

Top Sells

1
+$7.42M
2
+$7.3M
3
+$6.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.03M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.84M

Sector Composition

1 Technology 13.6%
2 Financials 6.67%
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
576
– –
-952
577
– –
-8,650
578
– –
-8,751
579
– –
-11,360
580
– –
-9,535
581
– –
-17,400
582
– –
-1,317
583
– –
-4,728
584
– –
-3,969
585
– –
-3,378
586
– –
-8,421
587
– –
-1,878
588
– –
-10,732
589
– –
-36,900
590
– –
-17,800
591
– –
-15,762
592
– –
-6,631
593
– –
-1,418
594
– –
-17,400
595
– –
-7,862
596
– –
-15,299
597
– –
-755
598
– –
-13,084
599
– –
-9,395
600
– –
-15,506
21 22 23
24
25