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
151
$1.29M 0.16%
30,346
+15,006
152
$1.26M 0.15%
7,796
153
$1.25M 0.15%
21,596
+16,876
154
$1.24M 0.15%
17,982
-8,589
155
$1.24M 0.15%
2,819
+104
156
$1.24M 0.15%
3,631
-48
157
$1.23M 0.15%
9,250
-34,162
158
$1.22M 0.15%
13,582
+840
159
$1.22M 0.15%
14,549
-2,499
160
$1.21M 0.15%
35,919
-2,729
161
$1.18M 0.14%
25,605
162
$1.17M 0.14%
6,914
+916
163
$1.17M 0.14%
22,918
+10,513
164
$1.16M 0.14%
6,877
-1,847
165
$1.16M 0.14%
11,655
-76,617
166
$1.15M 0.14%
11,130
-595
167
$1.15M 0.14%
62,800
-50,026
168
$1.13M 0.14%
40,484
-10,839
169
$1.12M 0.14%
12,686
+538
170
$1.12M 0.14%
2,142
+50
171
$1.11M 0.14%
19,633
+1,281
172
$1.11M 0.13%
41,964
+577
173
$1.09M 0.13%
5,139
-643
174
$1.09M 0.13%
31,128
+193
175
$1.09M 0.13%
28,268
-1,937
5 6
7
8 9