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
$810M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.9M
3
+$7.49M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Top Sells

1
+$7.63M
2
+$7.43M
3
+$6.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6M

Sector Composition

1 Technology 13.88%
2 Financials 6.38%
3 Industrials 5.14%
4 Healthcare 5.13%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.4%
49,781
+35,073
52
$3.25M 0.4%
51,814
-30,748
53
$3.25M 0.39%
10,453
+1,632
54
$3.19M 0.39%
23,812
-5,804
55
$3.14M 0.38%
56,703
+30,070
56
$3.14M 0.38%
13,210
-1,160
57
$3.13M 0.38%
17,941
+13,708
58
$3.12M 0.38%
6,497
+281
59
$3.07M 0.37%
20,258
+4,690
60
$3.02M 0.37%
46,474
+42,419
61
$3M 0.37%
71,030
-47,730
62
$2.99M 0.36%
34,371
-20,150
63
$2.89M 0.35%
59,698
+8,113
64
$2.88M 0.35%
+77,658
65
$2.88M 0.35%
36,742
-17,143
66
$2.86M 0.35%
+62,959
67
$2.85M 0.35%
10,898
+3,959
68
$2.77M 0.34%
11,355
-644
69
$2.76M 0.34%
112,238
+97,688
70
$2.74M 0.33%
11,204
+148
71
$2.73M 0.33%
9,917
-69
72
$2.68M 0.33%
7,263
+4,565
73
$2.64M 0.32%
194,032
-72,995
74
$2.63M 0.32%
116,011
-564
75
$2.63M 0.32%
+60,076
1 2
3
4 5