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
$882M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$7.43M
3
+$7.41M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.01M
5
PICB icon
Invesco International Corporate Bond ETF
PICB
+$5.22M

Top Sells

1
+$14.8M
2
+$13.9M
3
+$5.58M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.02M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.67M

Sector Composition

1 Technology 11.2%
2 Financials 8.7%
3 Healthcare 5.63%
4 Industrials 5.46%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.14M 0.13%
+146,130
202
$1.13M 0.13%
7,684
+248
203
$1.13M 0.13%
33,562
+11,745
204
$1.13M 0.13%
7,472
-16
205
$1.12M 0.13%
44,744
-6,421
206
$1.12M 0.13%
12,693
-8,280
207
$1.12M 0.13%
40,431
+17,260
208
$1.11M 0.13%
9,333
+1,182
209
$1.1M 0.12%
29,822
+133
210
$1.09M 0.12%
16,621
+379
211
$1.08M 0.12%
12,488
+1,244
212
$1.08M 0.12%
2,702
+460
213
$1.08M 0.12%
17,734
+3,280
214
$1.07M 0.12%
9,332
+177
215
$1.06M 0.12%
57,317
-2,545
216
$1.05M 0.12%
+9,065
217
$1.05M 0.12%
32,108
+2,481
218
$1.05M 0.12%
9,098
-696
219
$1.04M 0.12%
3,503
+442
220
$1.03M 0.12%
7,561
-2,125
221
$1.03M 0.12%
23,684
-839
222
$1.01M 0.11%
10,056
+696
223
$1M 0.11%
18,267
-3
224
$999K 0.11%
32,819
+2,883
225
$998K 0.11%
12,114
-495
7 8
9
10 11