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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.44%
118,865
-11,473
52
$2.56M 0.43%
120,236
-2,375
53
$2.47M 0.42%
114,809
+12,358
54
$2.46M 0.42%
12,048
+1,587
55
$2.45M 0.42%
31,006
+20,936
56
$2.34M 0.4%
59,491
-4,258
57
$2.32M 0.39%
15,742
+1,217
58
$2.26M 0.38%
73,014
+55,715
59
$2.23M 0.38%
35,825
+15,595
60
$2.19M 0.37%
4,961
+2,436
61
$2.17M 0.37%
63,362
-3,272
62
$2.16M 0.37%
146,958
-134,131
63
$2.13M 0.36%
43,143
+646
64
$2.07M 0.35%
4,221
+1,051
65
$2.05M 0.35%
14,753
-47
66
$2.02M 0.34%
+45,022
67
$1.99M 0.34%
+54,253
68
$1.95M 0.33%
35,193
-5,840
69
$1.95M 0.33%
37,675
+754
70
$1.94M 0.33%
9,865
+983
71
$1.93M 0.33%
26,260
+3,040
72
$1.92M 0.33%
24,263
+3,898
73
$1.9M 0.32%
9,671
+1,575
74
$1.85M 0.31%
15,261
-3,428
75
$1.85M 0.31%
4,818
-403
1 2
3
4 5