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
101
$1.39M 0.24%
22,880
+13,906
102
$1.37M 0.24%
12,560
+771
103
$1.34M 0.23%
17,291
-9,468
104
$1.33M 0.23%
12,129
+3,640
105
$1.33M 0.23%
+4,581
106
$1.32M 0.23%
37,811
+625
107
$1.32M 0.23%
+52,406
108
$1.31M 0.23%
9,486
+3,765
109
$1.28M 0.22%
24,545
-5,381
110
$1.25M 0.22%
9,285
+3,110
111
$1.22M 0.21%
8,289
-2,223
112
$1.22M 0.21%
28,341
+4,593
113
$1.21M 0.21%
20,948
-1,757
114
$1.2M 0.21%
+39,928
115
$1.2M 0.21%
26,959
+8,006
116
$1.2M 0.21%
+87,058
117
$1.2M 0.21%
35,650
-41,001
118
$1.17M 0.2%
31,104
-5,284
119
$1.17M 0.2%
+9,079
120
$1.17M 0.2%
5,446
+2,910
121
$1.12M 0.2%
14,830
+8,740
122
$1.11M 0.19%
5,587
123
$1.09M 0.19%
+21,734
124
$1.09M 0.19%
22,295
-36,053
125
$1.09M 0.19%
20,751
-10,001
3 4
5
6 7