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
101
$1.33M 0.23%
10,692
-3,452
102
$1.33M 0.22%
50,142
+21,229
103
$1.31M 0.22%
21,679
+5,644
104
$1.3M 0.22%
15,913
-89
105
$1.28M 0.22%
7,807
-326
106
$1.28M 0.22%
21,987
-8,454
107
$1.27M 0.22%
4,137
-2,233
108
$1.26M 0.21%
9,415
+617
109
$1.26M 0.21%
40,840
-360
110
$1.24M 0.21%
94,788
-4,376
111
$1.23M 0.21%
8,004
-2,272
112
$1.23M 0.21%
50,972
+5,403
113
$1.22M 0.21%
48,768
+9,703
114
$1.19M 0.2%
30,000
115
$1.18M 0.2%
64,012
-3,036
116
$1.18M 0.2%
20,472
-609
117
$1.17M 0.2%
7,421
+357
118
$1.16M 0.2%
8,119
+1,107
119
$1.16M 0.2%
+50,913
120
$1.15M 0.2%
20,823
+299
121
$1.15M 0.19%
19,602
+2,791
122
$1.13M 0.19%
83,280
+6,000
123
$1.12M 0.19%
11,000
+1,164
124
$1.11M 0.19%
+10,939
125
$1.09M 0.18%
58,042
-327
3 4
5
6 7