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
176
$924K 0.12%
17,465
+816
177
$922K 0.12%
17,752
+767
178
$897K 0.12%
2,173
-2,136
179
$896K 0.12%
7,821
+20
180
$896K 0.12%
80,359
+585
181
$894K 0.12%
19,353
-1,279
182
$891K 0.12%
2,800
+253
183
$884K 0.12%
126,896
-46,063
184
$884K 0.12%
11,469
+1,345
185
$878K 0.12%
5,990
-183
186
$878K 0.12%
7,588
-680
187
$872K 0.11%
22,871
-14
188
$866K 0.11%
2,698
-3,141
189
$858K 0.11%
4,289
-494
190
$853K 0.11%
16,848
-10,336
191
$848K 0.11%
36,088
-8,299
192
$844K 0.11%
2,133
-79
193
$835K 0.11%
22,348
+125
194
$828K 0.11%
6,140
+384
195
$799K 0.11%
13,428
+1,685
196
$796K 0.1%
4,807
-7,289
197
$780K 0.1%
12,512
-365
198
$769K 0.1%
16,405
-1,894
199
$767K 0.1%
+25,869
200
$767K 0.1%
13,321
+2,149
6 7
8
9 10