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
201
$750K 0.1%
13,800
202
$739K 0.1%
7,947
+1,977
203
$731K 0.1%
7,216
+262
204
$729K 0.1%
3,647
-122
205
$725K 0.1%
10,100
206
$723K 0.1%
12,405
+2,703
207
$717K 0.09%
2,079
-25
208
$716K 0.09%
9,837
+250
209
$711K 0.09%
21,857
-70
210
$702K 0.09%
19,483
+6,022
211
$700K 0.09%
4,290
-78
212
$698K 0.09%
4,233
-237
213
$695K 0.09%
7,557
+283
214
$695K 0.09%
4,805
-16,399
215
$695K 0.09%
18,510
+725
216
$693K 0.09%
14,757
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217
$691K 0.09%
4,472
+2,583
218
$690K 0.09%
25,104
-1,699
219
$686K 0.09%
4,336
-140
220
$684K 0.09%
13,604
-505
221
$678K 0.09%
11,486
+107
222
$677K 0.09%
4,746
+1,781
223
$674K 0.09%
7,549
-28
224
$664K 0.09%
22,234
+1,319
225
$663K 0.09%
7,557
-244
7 8
9
10 11