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
151
$848K 0.14%
4,034
+652
152
$830K 0.14%
31,152
+3,657
153
$829K 0.14%
3,700
+206
154
$817K 0.14%
3,603
-133
155
$816K 0.14%
7,373
-8,711
156
$813K 0.14%
7,015
+357
157
$811K 0.14%
18,810
-870
158
$798K 0.14%
17,917
+2,134
159
$797K 0.14%
7,630
-2,046
160
$787K 0.13%
7,230
-897
161
$784K 0.13%
7,439
-32,772
162
$781K 0.13%
18,467
+1,444
163
$777K 0.13%
21,310
+1,590
164
$774K 0.13%
452
-3
165
$772K 0.13%
35,519
+5,368
166
$768K 0.13%
12,154
-9,548
167
$756K 0.13%
3,010
+491
168
$754K 0.13%
20,830
+5,300
169
$746K 0.13%
2,537
+497
170
$743K 0.13%
19,896
-74
171
$738K 0.13%
2,371
+60
172
$737K 0.13%
17,777
-358
173
$734K 0.12%
3,162
-24
174
$730K 0.12%
68,489
+9,417
175
$723K 0.12%
6,957
+662
5 6
7
8 9