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
$882M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.43M
3
+$7.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.01M
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$5.22M

Top Sells

1
+$14.8M
2
+$13.9M
3
+$5.58M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.02M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.67M

Sector Composition

1 Technology 11.2%
2 Financials 8.7%
3 Healthcare 5.63%
4 Industrials 5.46%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.51M 0.28%
34,857
-20,525
102
$2.5M 0.28%
47,496
+6,060
103
$2.43M 0.28%
+48,143
104
$2.43M 0.28%
92,200
+2,084
105
$2.43M 0.28%
4,163
-158
106
$2.36M 0.27%
71,898
+444
107
$2.32M 0.26%
9,630
-1,701
108
$2.31M 0.26%
23,527
+3,874
109
$2.3M 0.26%
23,208
+2
110
$2.3M 0.26%
92,346
-9,190
111
$2.26M 0.26%
24,842
+1,002
112
$2.26M 0.26%
7,612
-47
113
$2.24M 0.25%
133,261
-6,107
114
$2.23M 0.25%
77,312
-2,097
115
$2.21M 0.25%
60,831
-42,092
116
$2.21M 0.25%
3,696
-11
117
$2.19M 0.25%
8,926
-562
118
$2.13M 0.24%
43,405
-78,235
119
$2.13M 0.24%
11,426
+4,488
120
$2.13M 0.24%
19,677
-10,259
121
$2.1M 0.24%
12,293
+1,052
122
$2.09M 0.24%
40,536
+10
123
$2.08M 0.24%
11,618
+3,473
124
$2.05M 0.23%
96,360
+2,127
125
$2.02M 0.23%
26,049
-3,653
3 4
5
6 7