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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.47%
17,394
+4,433
52
$2.18M 0.46%
40,385
+4,690
53
$2.17M 0.46%
26,971
+633
54
$2.13M 0.45%
20,448
+3,077
55
$2.11M 0.45%
+94,193
56
$2.09M 0.44%
67,725
-28,368
57
$2.05M 0.44%
12,271
+932
58
$2.04M 0.43%
11,374
+1,833
59
$2.02M 0.43%
18,018
-6,834
60
$2.01M 0.43%
14,345
-2,044
61
$2.01M 0.43%
11,630
-1,374
62
$1.88M 0.4%
74,893
+29,090
63
$1.84M 0.39%
6,130
-93
64
$1.84M 0.39%
+16,847
65
$1.83M 0.39%
22,862
+18,164
66
$1.79M 0.38%
14,602
+266
67
$1.76M 0.37%
21,652
+17,739
68
$1.74M 0.37%
6,720
+1,420
69
$1.73M 0.37%
30,188
-150
70
$1.72M 0.37%
19,161
+6,752
71
$1.71M 0.36%
93,762
72
$1.69M 0.36%
10,130
-456
73
$1.65M 0.35%
56,006
-2,419
74
$1.61M 0.34%
53,517
+2,177
75
$1.53M 0.32%
17,277
-4,564
1 2
3
4 5