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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.31%
51,289
-3,392
77
$1.77M 0.3%
38,055
+8,982
78
$1.77M 0.3%
8,084
+964
79
$1.74M 0.3%
33,658
+4,448
80
$1.69M 0.29%
13,850
-21,097
81
$1.68M 0.28%
99,375
-8,267
82
$1.6M 0.27%
25,846
-17,447
83
$1.59M 0.27%
41,141
+732
84
$1.58M 0.27%
7,340
+2,193
85
$1.54M 0.26%
+111,437
86
$1.53M 0.26%
16,678
+308
87
$1.52M 0.26%
+76,461
88
$1.5M 0.25%
+45,415
89
$1.49M 0.25%
68,546
-18,545
90
$1.47M 0.25%
12,641
+4,243
91
$1.47M 0.25%
7,847
-212
92
$1.44M 0.24%
19,197
+173
93
$1.4M 0.24%
21,910
+162
94
$1.4M 0.24%
1,362
-60
95
$1.4M 0.24%
5,486
-219
96
$1.4M 0.24%
19,371
-3,396
97
$1.37M 0.23%
4,083
-15,908
98
$1.37M 0.23%
8,257
+2,592
99
$1.35M 0.23%
9,726
+564
100
$1.33M 0.23%
13,833
-2,232
2 3
4
5 6