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
151
$1.69M 0.19%
18,506
+873
152
$1.69M 0.19%
3,530
+405
153
$1.61M 0.18%
17,846
+61
154
$1.61M 0.18%
16,704
-31,671
155
$1.61M 0.18%
52,572
+751
156
$1.56M 0.18%
15,446
+742
157
$1.56M 0.18%
10,789
-219
158
$1.54M 0.18%
9,088
+204
159
$1.53M 0.17%
+27,872
160
$1.49M 0.17%
2,377
+107
161
$1.47M 0.17%
14,880
+8,272
162
$1.47M 0.17%
17,486
+7,303
163
$1.47M 0.17%
2,767
+72
164
$1.46M 0.17%
35,654
-3,390
165
$1.45M 0.16%
29,158
+15,622
166
$1.44M 0.16%
29,102
+1,776
167
$1.44M 0.16%
16,794
+4,945
168
$1.43M 0.16%
14,742
-1,199
169
$1.4M 0.16%
27,707
+13,749
170
$1.39M 0.16%
19,892
-857
171
$1.38M 0.16%
2,830
-161
172
$1.37M 0.16%
9,320
+4,280
173
$1.37M 0.16%
10,060
-4,677
174
$1.36M 0.15%
5,473
-1,338
175
$1.36M 0.15%
7,796
5 6
7
8 9