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
$566M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$22.5M
3
+$13.2M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$10.3M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.25M

Top Sells

1
+$29.8M
2
+$13.6M
3
+$3.88M
4
AAPL icon
Apple
AAPL
+$3.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.33M

Sector Composition

1 Industrials 5.65%
2 Healthcare 5.53%
3 Technology 4.68%
4 Financials 3.98%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$911K 0.16%
+58,000
152
$903K 0.16%
18,498
-1,055
153
$898K 0.16%
432
+15
154
$896K 0.16%
+3,703
155
$893K 0.16%
+51,975
156
$885K 0.15%
19,338
-1,611
157
$876K 0.15%
13,518
-1,576
158
$870K 0.15%
21,320
+8,934
159
$866K 0.15%
+10,480
160
$862K 0.15%
46,251
-6,971
161
$855K 0.15%
4,660
-3,350
162
$852K 0.15%
+5,486
163
$849K 0.15%
18,828
+5,205
164
$829K 0.14%
+8,741
165
$828K 0.14%
12,902
-191
166
$821K 0.14%
18,007
+467
167
$800K 0.14%
+7,440
168
$797K 0.14%
+10,512
169
$791K 0.14%
15,328
-1,196
170
$771K 0.13%
+30,057
171
$750K 0.13%
34,840
+13,784
172
$750K 0.13%
26,521
-1,134
173
$739K 0.13%
11,674
-16,209
174
$730K 0.13%
49,001
+11,871
175
$725K 0.13%
6,979
-1,488
5 6
7
8 9