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
$882M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.43M
3
+$7.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.01M
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$5.22M

Top Sells

1
+$14.8M
2
+$13.9M
3
+$5.58M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.02M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.67M

Sector Composition

1 Technology 11.2%
2 Financials 8.7%
3 Healthcare 5.63%
4 Industrials 5.46%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2M 0.23%
24,716
-514
127
$2M 0.23%
+21,055
128
$2M 0.23%
46,967
-10,899
129
$1.99M 0.23%
6,921
+2,397
130
$1.98M 0.22%
9,438
+45
131
$1.96M 0.22%
120,613
-16,141
132
$1.96M 0.22%
38,741
+13,207
133
$1.96M 0.22%
79,166
+45,862
134
$1.96M 0.22%
20,984
+237
135
$1.96M 0.22%
21,022
+1,008
136
$1.94M 0.22%
37,805
+2,599
137
$1.92M 0.22%
17,367
+6,046
138
$1.91M 0.22%
12,140
-205
139
$1.91M 0.22%
4,074
-24
140
$1.88M 0.21%
33,264
+110
141
$1.88M 0.21%
46,614
+5,415
142
$1.87M 0.21%
16,443
+2,346
143
$1.86M 0.21%
19,872
-130
144
$1.84M 0.21%
+7,911
145
$1.83M 0.21%
30,000
146
$1.82M 0.21%
5,387
+1,432
147
$1.8M 0.2%
10,567
-474
148
$1.78M 0.2%
37,342
-4,366
149
$1.72M 0.19%
+71,909
150
$1.72M 0.19%
14,643
-5
4 5
6
7 8