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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.31%
+50,060
77
$1.74M 0.3%
+15,787
78
$1.73M 0.3%
+470,921
79
$1.72M 0.3%
32,140
-5,652
80
$1.71M 0.3%
+36,498
81
$1.7M 0.3%
39,441
+894
82
$1.68M 0.29%
14,595
+252
83
$1.68M 0.29%
9,406
+4,330
84
$1.65M 0.29%
+32,332
85
$1.6M 0.28%
48,572
+22,201
86
$1.54M 0.27%
8,818
+4,852
87
$1.54M 0.27%
93,656
-7,425
88
$1.53M 0.27%
+6,350
89
$1.51M 0.26%
12,010
+8,494
90
$1.5M 0.26%
+29,189
91
$1.49M 0.26%
12,979
-3,039
92
$1.48M 0.26%
+122,846
93
$1.46M 0.26%
65,015
+18,620
94
$1.45M 0.25%
22,994
+3,606
95
$1.44M 0.25%
21,395
+2,890
96
$1.43M 0.25%
5,972
+4,495
97
$1.42M 0.25%
+58,013
98
$1.42M 0.25%
4,800
+3,073
99
$1.4M 0.24%
4,002
+2,998
100
$1.39M 0.24%
28,215
-5,895
2 3
4
5 6