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
176
$1.09M 0.13%
5,251
+3,237
177
$1.09M 0.13%
34,691
-2,311
178
$1.08M 0.13%
21,582
+1,430
179
$1.06M 0.13%
2,389
-71
180
$1.06M 0.13%
12,713
-2,644
181
$1.06M 0.13%
7,336
-7,260
182
$1.06M 0.13%
16,159
-717
183
$1.05M 0.13%
8,579
+3,362
184
$1.05M 0.13%
2,287
-233
185
$1.04M 0.13%
9,419
+277
186
$1.02M 0.12%
22,281
-168
187
$999K 0.12%
21,801
+2,448
188
$995K 0.12%
5,738
+1,448
189
$995K 0.12%
4,516
-31
190
$994K 0.12%
21,106
+16,234
191
$991K 0.12%
367
-12
192
$989K 0.12%
10,394
-1,177
193
$979K 0.12%
16,070
+2,749
194
$978K 0.12%
8,210
+2,525
195
$977K 0.12%
8,578
-384
196
$967K 0.12%
+34,142
197
$963K 0.12%
8,456
+3,291
198
$952K 0.12%
5,747
-243
199
$949K 0.12%
2,131
-2
200
$945K 0.12%
4,189
-100
6 7
8
9 10