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
176
$721K 0.12%
12,542
-9,789
177
$716K 0.12%
15,552
+1,090
178
$714K 0.12%
51,597
-33,848
179
$713K 0.12%
6,970
180
$713K 0.12%
8,602
-12,501
181
$706K 0.12%
11,087
+2,547
182
$674K 0.11%
7,374
-486
183
$670K 0.11%
22,705
-8,770
184
$666K 0.11%
45,431
-1,212
185
$661K 0.11%
10,320
-93,499
186
$658K 0.11%
6,088
+1,159
187
$657K 0.11%
8,019
-938
188
$657K 0.11%
18,240
+9,665
189
$653K 0.11%
29,432
+2,438
190
$651K 0.11%
4,365
-179
191
$638K 0.11%
12,312
+140
192
$636K 0.11%
9,047
-2,689
193
$631K 0.11%
2,850
+1,508
194
$629K 0.11%
9,072
+428
195
$626K 0.11%
+24,000
196
$621K 0.11%
3,758
-7
197
$616K 0.1%
13,959
+155
198
$611K 0.1%
7,340
+428
199
$608K 0.1%
6,264
200
$606K 0.1%
13,800
6 7
8
9 10