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
$738M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.29M
3
+$7.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.77M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.94M

Top Sells

1
+$21.1M
2
+$13.4M
3
+$8.39M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.46M
5
AMZN icon
Amazon
AMZN
+$5.11M

Sector Composition

1 Technology 10.73%
2 Healthcare 5.44%
3 Financials 4.6%
4 Industrials 4.56%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.21%
26,907
-289
102
$1.61M 0.21%
23,190
+913
103
$1.6M 0.21%
30,000
104
$1.6M 0.21%
20,421
-869
105
$1.58M 0.21%
+50,236
106
$1.55M 0.2%
30,627
+5,591
107
$1.54M 0.2%
13,123
-1,407
108
$1.52M 0.2%
7,170
+147
109
$1.51M 0.2%
8,803
-721
110
$1.5M 0.2%
17,048
+2,038
111
$1.5M 0.2%
9,831
-27,490
112
$1.48M 0.19%
4,783
-16,024
113
$1.47M 0.19%
8,071
+542
114
$1.46M 0.19%
8,724
-2,183
115
$1.45M 0.19%
+26,633
116
$1.45M 0.19%
14,064
-49,479
117
$1.44M 0.19%
6,939
+1,501
118
$1.42M 0.19%
64,195
-110,453
119
$1.39M 0.18%
51,323
-42,935
120
$1.38M 0.18%
21,850
+859
121
$1.38M 0.18%
16,143
+4,438
122
$1.36M 0.18%
26,246
-728
123
$1.36M 0.18%
15,709
-42,741
124
$1.29M 0.17%
5,782
-608
125
$1.28M 0.17%
15,357
-931
3 4
5
6 7