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
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.65%
2 Healthcare 7.21%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$588K 0.12%
6,126
+2,176
202
$587K 0.12%
10,797
-170
203
$580K 0.12%
28,008
+10,347
204
$579K 0.12%
3,816
-357
205
$578K 0.12%
8,155
-856
206
$577K 0.12%
18,441
+4,503
207
$571K 0.12%
4,028
+58
208
$570K 0.12%
12,208
+2,215
209
$563K 0.12%
+32,850
210
$554K 0.12%
3,074
+901
211
$554K 0.12%
5,291
212
$554K 0.12%
39,824
-25,651
213
$552K 0.12%
29,954
-1,821
214
$550K 0.12%
8,854
-1,223
215
$548K 0.12%
5,712
+609
216
$548K 0.12%
32,015
-13,866
217
$542K 0.11%
+17,218
218
$536K 0.11%
7,473
+1,617
219
$528K 0.11%
4,526
+947
220
$526K 0.11%
2,988
-401
221
$525K 0.11%
14,440
-1,562
222
$517K 0.11%
7,525
-1,285
223
$515K 0.11%
5,087
-640
224
$511K 0.11%
9,681
-2,196
225
$508K 0.11%
6,049
+1,030
7 8
9
10 11