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
201
$943K 0.11%
7,588
202
$939K 0.11%
2,461
-339
203
$938K 0.11%
12,228
-3,915
204
$920K 0.11%
2,270
+97
205
$918K 0.11%
17,610
-142
206
$915K 0.11%
12,339
+870
207
$915K 0.11%
+15,340
208
$912K 0.11%
17,942
-2,144
209
$899K 0.11%
7,038
+1,534
210
$898K 0.11%
18,584
+1,736
211
$889K 0.11%
9,406
-4,976
212
$886K 0.11%
75,510
-4,849
213
$886K 0.11%
14,908
+1,480
214
$883K 0.11%
2,568
+1,550
215
$883K 0.11%
14,305
-354
216
$874K 0.11%
14,472
+8,441
217
$868K 0.11%
24,229
+665
218
$866K 0.11%
+21,650
219
$858K 0.1%
13,800
220
$843K 0.1%
22,691
-180
221
$841K 0.1%
8,339
+782
222
$836K 0.1%
7,472
-349
223
$834K 0.1%
12,512
224
$831K 0.1%
25,040
-1,655
225
$826K 0.1%
22,692
+344
7 8
9
10 11