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
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.65%
2 Healthcare 7.21%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.49%
39,307
+3,341
52
$2.32M 0.49%
29,689
-7,532
53
$2.32M 0.49%
11,182
-259
54
$2.31M 0.49%
34,016
+2,905
55
$2.26M 0.47%
82,025
+58,991
56
$2.24M 0.47%
20,265
+13,656
57
$2.24M 0.47%
10,043
+507
58
$2.23M 0.47%
13,574
+289
59
$2.15M 0.45%
70,661
+17,655
60
$2.13M 0.45%
34,486
+30,355
61
$2.12M 0.45%
26,317
+6,564
62
$2.12M 0.44%
4,704
+26
63
$2.08M 0.44%
16,988
-1,276
64
$2.04M 0.43%
7,658
+920
65
$1.95M 0.41%
+21,239
66
$1.92M 0.4%
39,471
+5,995
67
$1.88M 0.39%
14,209
-2,391
68
$1.87M 0.39%
+17,292
69
$1.8M 0.38%
21,583
-749
70
$1.71M 0.36%
23,608
-4,138
71
$1.7M 0.36%
15,276
-862
72
$1.7M 0.36%
28,440
-3,620
73
$1.69M 0.35%
40,476
+5,900
74
$1.65M 0.35%
10,144
+261
75
$1.64M 0.34%
9,814
-3,874
1 2
3
4 5