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
$590M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.59M
3
+$4.52M
4
MBB icon
iShares MBS ETF
MBB
+$4.31M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.26M

Top Sells

1
+$10M
2
+$6.79M
3
+$5.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.35M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.96M

Sector Composition

1 Technology 14.06%
2 Healthcare 5.45%
3 Consumer Discretionary 5.26%
4 Communication Services 4.69%
5 Financials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.18%
7,356
+62
127
$1.06M 0.18%
27,741
+12,224
128
$1.06M 0.18%
55,070
+33,013
129
$1.05M 0.18%
5,962
-411
130
$1.04M 0.18%
8,271
+744
131
$1.03M 0.18%
11,676
+1,855
132
$1.03M 0.18%
4,924
-61
133
$1.02M 0.17%
8,703
+2,832
134
$978K 0.17%
5,875
+492
135
$977K 0.17%
+6,831
136
$970K 0.16%
16,089
-16,742
137
$956K 0.16%
17,185
-307
138
$944K 0.16%
+18,984
139
$941K 0.16%
4,929
+121
140
$933K 0.16%
11,815
-1,021
141
$924K 0.16%
2,603
+1,324
142
$921K 0.16%
24,544
-385
143
$915K 0.16%
6,937
-292
144
$914K 0.16%
74,803
-9,053
145
$907K 0.15%
16,736
+2,169
146
$905K 0.15%
17,839
-1,916
147
$898K 0.15%
+17,670
148
$889K 0.15%
10,350
+4,857
149
$884K 0.15%
32,680
-896
150
$879K 0.15%
12,766
-317
4 5
6
7 8