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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.19%
8,005
+2,443
127
$1.08M 0.19%
21,020
+14,040
128
$1.08M 0.19%
14,776
-2,148
129
$1.05M 0.18%
11,099
+6,590
130
$1.03M 0.18%
15,933
+913
131
$1.02M 0.18%
+33,165
132
$1.02M 0.18%
+122,241
133
$1M 0.18%
+37,444
134
$999K 0.17%
19,187
-5,631
135
$993K 0.17%
6,143
+2,343
136
$993K 0.17%
+35,016
137
$987K 0.17%
12,474
-394
138
$980K 0.17%
+31,506
139
$963K 0.17%
+15,194
140
$963K 0.17%
19,033
-1,134
141
$954K 0.17%
+8,440
142
$952K 0.17%
+33,726
143
$950K 0.17%
17,293
+5,341
144
$949K 0.17%
9,050
+5,050
145
$946K 0.17%
23,611
-2,804
146
$946K 0.17%
+6,437
147
$942K 0.16%
40,750
+24,286
148
$924K 0.16%
+403,454
149
$920K 0.16%
30,200
+200
150
$919K 0.16%
+20,109
4 5
6
7 8