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
151
$1.09M 0.14%
14,382
+186
152
$1.07M 0.14%
41,387
-79,531
153
$1.07M 0.14%
12,937
-575
154
$1.07M 0.14%
2,771
-210
155
$1.05M 0.14%
4,353
-2,483
156
$1.02M 0.13%
+28,760
157
$1.01M 0.13%
20,086
+631
158
$1.01M 0.13%
2,460
-8,902
159
$1.01M 0.13%
22,449
+342
160
$1.01M 0.13%
379
-85
161
$997K 0.13%
20,152
+188
162
$985K 0.13%
40,371
+6,354
163
$983K 0.13%
25,922
+1,821
164
$979K 0.13%
12,148
-377
165
$961K 0.13%
18,352
+12,144
166
$950K 0.12%
9,766
-66,432
167
$949K 0.12%
42,521
+13,047
168
$942K 0.12%
9,367
+5,958
169
$941K 0.12%
9,613
-4,771
170
$940K 0.12%
3,679
+2,675
171
$938K 0.12%
2,715
-199
172
$937K 0.12%
26,695
+236
173
$931K 0.12%
14,659
+378
174
$928K 0.12%
4,547
-3,828
175
$926K 0.12%
14,632
-111
5 6
7
8 9