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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.44%
23,067
+12,515
52
$2.5M 0.44%
7,610
-4,257
53
$2.48M 0.43%
2,144
+701
54
$2.46M 0.43%
16,053
+943
55
$2.42M 0.42%
19,855
-244,623
56
$2.42M 0.42%
38,820
-17,778
57
$2.4M 0.42%
+78,138
58
$2.29M 0.4%
28,835
+5,053
59
$2.27M 0.4%
14,194
-7,959
60
$2.24M 0.39%
11,768
+9,967
61
$2.1M 0.37%
17,566
+7,631
62
$2.1M 0.37%
19,145
+4,535
63
$2.1M 0.37%
+62,459
64
$2.08M 0.36%
13,673
+829
65
$2.07M 0.36%
+9,572
66
$2.04M 0.36%
18,572
-2,185
67
$2.02M 0.35%
19,339
-26,467
68
$2M 0.35%
+202,491
69
$2M 0.35%
113,355
+1,719
70
$1.92M 0.34%
37,100
+20,040
71
$1.88M 0.33%
+77,203
72
$1.84M 0.32%
11,798
-414
73
$1.82M 0.32%
46,176
+2,015
74
$1.8M 0.31%
12,629
-2,879
75
$1.78M 0.31%
63,931
-4,221
1 2
3
4 5