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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$849K 0.18%
+19,476
127
$848K 0.18%
35,896
+3,552
128
$831K 0.18%
8,458
-250
129
$816K 0.17%
24,908
+1,938
130
$809K 0.17%
15,644
-293
131
$805K 0.17%
5,063
+735
132
$804K 0.17%
32,271
-400
133
$790K 0.17%
9,739
-907
134
$779K 0.17%
5,137
-776
135
$774K 0.16%
16,212
+8,671
136
$773K 0.16%
14,557
-1,837
137
$769K 0.16%
+26,929
138
$767K 0.16%
+13,049
139
$761K 0.16%
11,498
-1,734
140
$747K 0.16%
41,710
+24,000
141
$742K 0.16%
14,220
-737
142
$736K 0.16%
13,948
+466
143
$732K 0.16%
29,198
-1,065
144
$729K 0.15%
14,049
145
$720K 0.15%
4,320
+1,237
146
$720K 0.15%
2,021
+37
147
$711K 0.15%
4,348
+201
148
$699K 0.15%
28,011
+1,413
149
$695K 0.15%
38,234
-1,923
150
$692K 0.15%
397
+15
4 5
6
7 8