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
$444M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16M
3
+$15.6M
4
AAPL icon
Apple
AAPL
+$4.38M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.77M

Top Sells

1
+$5.16M
2
+$4.57M
3
+$4.07M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.89M
5
BND icon
Vanguard Total Bond Market
BND
+$3.44M

Sector Composition

1 Technology 6.57%
2 Healthcare 6.19%
3 Industrials 5.54%
4 Financials 5.23%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$610K 0.14%
3,215
-9
177
$607K 0.14%
8,261
-1,750
178
$607K 0.14%
14,411
-1,033
179
$600K 0.14%
+35,966
180
$600K 0.14%
3,966
+494
181
$594K 0.13%
3,416
+673
182
$585K 0.13%
5,452
+46
183
$579K 0.13%
11,253
+808
184
$575K 0.13%
12,198
+3,581
185
$573K 0.13%
2,739
+446
186
$573K 0.13%
+3,993
187
$572K 0.13%
+27,600
188
$571K 0.13%
37,130
-5,756
189
$571K 0.13%
23,646
+5,028
190
$566K 0.13%
11,516
191
$566K 0.13%
6,157
+622
192
$565K 0.13%
8,837
+280
193
$559K 0.13%
2,536
+613
194
$555K 0.13%
3,800
+296
195
$553K 0.12%
71,295
+15,055
196
$553K 0.12%
46,900
+25,250
197
$550K 0.12%
9,400
+480
198
$544K 0.12%
17,237
-2,339
199
$538K 0.12%
+8,974
200
$533K 0.12%
21,053
+1,904
6 7
8
9 10