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
101
$1.09M 0.23%
9,777
+5,244
102
$1.08M 0.23%
7,078
-3,309
103
$1.06M 0.22%
3,702
-77
104
$1.04M 0.22%
10,269
-70,675
105
$1.04M 0.22%
20,705
+5,114
106
$1.03M 0.22%
19,357
+274
107
$1.02M 0.22%
30,000
-200
108
$1.02M 0.22%
40,820
-330
109
$1.01M 0.21%
8,139
-176
110
$970K 0.21%
20,088
+646
111
$965K 0.2%
10,538
-10,681
112
$961K 0.2%
33,019
+21,686
113
$953K 0.2%
3,481
+302
114
$949K 0.2%
21,396
-1,457
115
$947K 0.2%
63,086
-36,292
116
$941K 0.2%
30,907
117
$931K 0.2%
17,258
-944
118
$919K 0.2%
37,623
-159
119
$912K 0.19%
3,742
+429
120
$911K 0.19%
56,836
-1,616
121
$891K 0.19%
17,371
-300
122
$889K 0.19%
3,299
+1,122
123
$874K 0.19%
10,939
+4,747
124
$872K 0.19%
16,865
-150
125
$861K 0.18%
31,233
-1,906
3 4
5
6 7