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
101
$1.21M 0.25%
63,275
+43,328
102
$1.18M 0.25%
41,450
+17,875
103
$1.17M 0.25%
10,562
+1,548
104
$1.16M 0.24%
20,734
-1,306
105
$1.16M 0.24%
+23,338
106
$1.15M 0.24%
6,768
+227
107
$1.13M 0.24%
+29,355
108
$1.12M 0.23%
15,239
+7,962
109
$1.11M 0.23%
69,225
+3,823
110
$1.11M 0.23%
9,769
+416
111
$1.08M 0.23%
15,990
-7,149
112
$1.08M 0.23%
20,361
-42,191
113
$1.08M 0.23%
21,447
-1,720
114
$1.07M 0.23%
22,673
-4,438
115
$1.07M 0.22%
16,551
-3,789
116
$1.06M 0.22%
13,413
+2,461
117
$1.05M 0.22%
55,500
+200
118
$1.04M 0.22%
11,862
-435
119
$1.04M 0.22%
+19,602
120
$1.03M 0.22%
30,411
+6,401
121
$1.02M 0.21%
17,758
+13,388
122
$988K 0.21%
6,000
+4,876
123
$983K 0.21%
40,780
-4,058
124
$977K 0.21%
13,651
-3,163
125
$968K 0.2%
22,563
+8,677
3 4
5
6 7