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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.32%
53,088
-13,371
77
$1.51M 0.32%
46,380
+1,122
78
$1.48M 0.31%
7,805
-2,350
79
$1.46M 0.31%
48,360
+8,120
80
$1.44M 0.31%
5,824
-1,293
81
$1.41M 0.3%
37,175
-1,240
82
$1.38M 0.29%
15,048
-32,994
83
$1.37M 0.29%
25,545
+3,292
84
$1.37M 0.29%
4,818
+1,775
85
$1.29M 0.27%
16,870
-1,016
86
$1.29M 0.27%
61,100
-2,000
87
$1.28M 0.27%
6,398
+542
88
$1.26M 0.27%
8,044
-603
89
$1.25M 0.27%
52,936
+997
90
$1.24M 0.26%
+11,525
91
$1.23M 0.26%
20,960
+240
92
$1.23M 0.26%
32,045
-28
93
$1.22M 0.26%
21,811
-129,607
94
$1.19M 0.25%
34,865
-3,425
95
$1.19M 0.25%
11,442
+3,827
96
$1.18M 0.25%
+36,510
97
$1.15M 0.24%
5,999
+1,055
98
$1.14M 0.24%
10,997
-539
99
$1.13M 0.24%
8,384
+3,720
100
$1.1M 0.23%
25,601
-893
2 3
4
5 6