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
$810M
AUM Growth
+$71.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.9M
3
+$7.49M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$7.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.83M

Top Sells

1
+$7.63M
2
+$7.43M
3
+$6.15M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6M

Sector Composition

1 Technology 13.88%
2 Financials 6.38%
3 Industrials 5.14%
4 Healthcare 5.13%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.61M 0.2%
+11,282
127
$1.61M 0.2%
12,189
+7,382
128
$1.6M 0.19%
14,133
+1,010
129
$1.59M 0.19%
+6,760
130
$1.56M 0.19%
20,342
-1,508
131
$1.54M 0.19%
9,740
-91
132
$1.52M 0.18%
8,182
+111
133
$1.51M 0.18%
28,538
-12,226
134
$1.51M 0.18%
+23,788
135
$1.5M 0.18%
15,334
+5,721
136
$1.48M 0.18%
31,408
-19,932
137
$1.46M 0.18%
16,308
-2,298
138
$1.42M 0.17%
13,257
+1,754
139
$1.42M 0.17%
20,202
-5,488
140
$1.38M 0.17%
66,035
+1,840
141
$1.36M 0.17%
12,644
+784
142
$1.36M 0.16%
43,811
-71,619
143
$1.35M 0.16%
54,792
-17,193
144
$1.35M 0.16%
27,035
+23,021
145
$1.35M 0.16%
38,146
+9,386
146
$1.34M 0.16%
63,900
+49,774
147
$1.34M 0.16%
13,302
+3,935
148
$1.34M 0.16%
55,242
+14,871
149
$1.33M 0.16%
46,449
+24,624
150
$1.3M 0.16%
10,914
+2,198
4 5
6
7 8