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
$738M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.29M
3
+$7.37M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.77M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$4.94M

Top Sells

1
+$21.1M
2
+$13.4M
3
+$8.39M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.46M
5
AMZN icon
Amazon
AMZN
+$5.11M

Sector Composition

1 Technology 10.73%
2 Healthcare 5.44%
3 Financials 4.6%
4 Industrials 4.56%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.17%
37,002
+230
127
$1.26M 0.17%
5,998
-285
128
$1.26M 0.17%
3,669
-186
129
$1.25M 0.16%
11,860
+9,530
130
$1.24M 0.16%
38,648
-2,496
131
$1.23M 0.16%
12,742
+1,006
132
$1.22M 0.16%
102,493
+10,752
133
$1.21M 0.16%
109,421
+21,975
134
$1.21M 0.16%
2,092
-512
135
$1.2M 0.16%
8,962
+157
136
$1.18M 0.16%
7,796
-172
137
$1.18M 0.16%
37,041
+632
138
$1.16M 0.15%
11,503
+5,914
139
$1.16M 0.15%
11,725
-1,521
140
$1.14M 0.15%
16,876
-39,635
141
$1.12M 0.15%
30,205
+333
142
$1.12M 0.15%
2,520
+14
143
$1.12M 0.15%
9,142
+102
144
$1.12M 0.15%
14,708
+934
145
$1.11M 0.15%
8,716
-1,518
146
$1.1M 0.15%
4,341
+870
147
$1.1M 0.14%
20,114
+3,559
148
$1.1M 0.14%
25,605
149
$1.09M 0.14%
11,571
+116
150
$1.09M 0.14%
30,935
+1,226
4 5
6
7 8