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
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.65%
2 Healthcare 7.21%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.34%
44,839
+32,957
77
$1.58M 0.33%
+46,144
78
$1.55M 0.33%
13,866
+237
79
$1.51M 0.32%
6,614
+4,440
80
$1.5M 0.32%
21,424
-868
81
$1.5M 0.31%
112,390
-16,259
82
$1.48M 0.31%
17,959
+1,227
83
$1.45M 0.3%
13,452
+6,106
84
$1.44M 0.3%
4,930
+156
85
$1.4M 0.29%
13,725
-23,332
86
$1.39M 0.29%
31,523
-789
87
$1.39M 0.29%
12,812
-5,076
88
$1.33M 0.28%
8,228
-202
89
$1.33M 0.28%
8,813
-2,031
90
$1.33M 0.28%
74,331
-15,158
91
$1.31M 0.28%
6,124
+122
92
$1.29M 0.27%
59,624
-4,278
93
$1.27M 0.27%
99,400
-2,100
94
$1.27M 0.27%
+40,229
95
$1.27M 0.27%
15,824
-1,210
96
$1.26M 0.26%
31,123
-4,972
97
$1.25M 0.26%
+9,263
98
$1.24M 0.26%
23,532
+1,188
99
$1.21M 0.25%
22,460
+2,263
100
$1.21M 0.25%
22,499
+13,687
2 3
4
5 6