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
$738M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.29M
3
+$7.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.77M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.94M

Top Sells

1
+$21.1M
2
+$13.4M
3
+$8.39M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.46M
5
AMZN icon
Amazon
AMZN
+$5.11M

Sector Composition

1 Technology 10.73%
2 Healthcare 5.44%
3 Financials 4.6%
4 Industrials 4.56%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.43%
129,085
+79,879
52
$3.24M 0.43%
14,370
-247
53
$3.12M 0.41%
95,533
+26,628
54
$3.1M 0.41%
29,799
+2,287
55
$3.1M 0.41%
75,927
+5,658
56
$3.01M 0.4%
93,110
+9,807
57
$3M 0.39%
30,109
-134,133
58
$2.96M 0.39%
97,229
-39,110
59
$2.94M 0.39%
6,216
-4,985
60
$2.85M 0.37%
73,773
-31,584
61
$2.85M 0.37%
44,430
-430
62
$2.77M 0.36%
9,922
-3,945
63
$2.77M 0.36%
11,120
+9,332
64
$2.77M 0.36%
116,575
-836
65
$2.7M 0.36%
11,999
+116
66
$2.64M 0.35%
11,056
-206
67
$2.6M 0.34%
8,821
-2,869
68
$2.59M 0.34%
26,684
+617
69
$2.58M 0.34%
33,858
-2,320
70
$2.48M 0.33%
40,764
+12,498
71
$2.44M 0.32%
126,895
+14,407
72
$2.44M 0.32%
9,986
+12
73
$2.36M 0.31%
12,691
-162
74
$2.34M 0.31%
17,460
+8,478
75
$2.33M 0.31%
55,158
-14,894
1 2
3
4 5