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
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.06M
3
+$5.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.77M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69M

Top Sells

1
+$11.2M
2
+$7.27M
3
+$7.18M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$7.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.02M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$475K 0.1%
10,220
202
$472K 0.1%
10,970
-1,106
203
$469K 0.1%
3,348
-823
204
$468K 0.1%
4,866
+56
205
$466K 0.1%
2,679
-87
206
$465K 0.1%
5,887
+505
207
$461K 0.1%
6,476
-344
208
$454K 0.1%
32,049
+2,612
209
$452K 0.1%
+21,740
210
$447K 0.09%
33,337
-2,809
211
$447K 0.09%
16,543
+1,338
212
$446K 0.09%
7,172
-706
213
$445K 0.09%
5,193
-185
214
$443K 0.09%
+8,809
215
$442K 0.09%
6,352
-931
216
$442K 0.09%
4,644
+93
217
$442K 0.09%
10,150
-862
218
$442K 0.09%
+1,266
219
$440K 0.09%
10,997
+3,610
220
$438K 0.09%
2,765
+442
221
$436K 0.09%
34,915
-17,454
222
$426K 0.09%
+5,155
223
$422K 0.09%
4,928
-919
224
$421K 0.09%
19,432
-3,161
225
$418K 0.09%
+13,425
7 8
9
10 11