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
201
$527K 0.12%
76,900
+7,800
202
$522K 0.12%
+3,370
203
$521K 0.12%
2,327
+399
204
$513K 0.12%
3,499
-431
205
$507K 0.11%
3,714
+123
206
$506K 0.11%
6,090
+2,307
207
$506K 0.11%
+10,228
208
$504K 0.11%
10,350
+4,374
209
$501K 0.11%
+15,050
210
$500K 0.11%
10,406
-4,075
211
$500K 0.11%
+23,900
212
$500K 0.11%
+12,611
213
$498K 0.11%
+9,650
214
$493K 0.11%
8,921
-468
215
$491K 0.11%
18,278
+2,998
216
$490K 0.11%
23,448
+32
217
$486K 0.11%
8,858
+1,817
218
$484K 0.11%
11,232
+793
219
$484K 0.11%
25,467
-298
220
$480K 0.11%
5,657
-802
221
$473K 0.11%
12,386
+376
222
$468K 0.11%
71,840
+35,040
223
$467K 0.11%
18,170
+3,680
224
$462K 0.1%
21,056
-76
225
$462K 0.1%
25,523
-880
7 8
9
10 11