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
$810M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.9M
3
+$7.49M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Top Sells

1
+$7.63M
2
+$7.43M
3
+$6.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6M

Sector Composition

1 Technology 13.88%
2 Financials 6.38%
3 Industrials 5.14%
4 Healthcare 5.13%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.04M 0.25%
+9,871
102
$2.03M 0.25%
10,096
+1,293
103
$2.01M 0.24%
4,368
-159
104
$2M 0.24%
23,769
+136
105
$2M 0.24%
11,147
+275
106
$1.97M 0.24%
30,808
+7,618
107
$1.97M 0.24%
88,490
-885
108
$1.96M 0.24%
+14,561
109
$1.95M 0.24%
+46,167
110
$1.94M 0.24%
9,472
-1,422
111
$1.9M 0.23%
4,044
+375
112
$1.89M 0.23%
+7,728
113
$1.88M 0.23%
24,415
-1,114
114
$1.88M 0.23%
9,047
-209
115
$1.87M 0.23%
4,106
-3
116
$1.87M 0.23%
37,222
+6,595
117
$1.83M 0.22%
3,395
-10
118
$1.79M 0.22%
3,667
+896
119
$1.75M 0.21%
7,888
+3,535
120
$1.74M 0.21%
6,981
+2,640
121
$1.72M 0.21%
20,311
-110
122
$1.69M 0.21%
30,000
123
$1.69M 0.21%
37,241
-7,598
124
$1.68M 0.2%
29,199
+2,292
125
$1.62M 0.2%
52,773
-44,456
3 4
5
6 7