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
1
$30.5M 3.46%
158,598
+107,401
2
$18.1M 2.05%
163,489
-26,285
3
$14.9M 1.69%
192,195
+95,768
4
$14.6M 1.65%
76,357
+13,947
5
$14.3M 1.63%
38,130
-250
6
$11.8M 1.34%
125,744
+343
7
$11.3M 1.28%
706,069
+193,888
8
$10.5M 1.19%
52,307
+21,308
9
$9.99M 1.13%
65,740
+48,932
10
$9.96M 1.13%
138,025
+25,085
11
$9.94M 1.13%
482,041
-147,743
12
$9.1M 1.03%
181,104
-11,743
13
$8.72M 0.99%
24,444
+19,660
14
$8.67M 0.98%
18,247
-2,266
15
$8.62M 0.98%
27,734
+3,224
16
$8.57M 0.97%
93,730
-48,723
17
$8.44M 0.96%
60,453
-5,412
18
$7.72M 0.88%
17,678
+2,186
19
$7.7M 0.87%
334,107
+2,912
20
$7.63M 0.86%
44,852
+826
21
$6.94M 0.79%
108,158
+32,721
22
$6.83M 0.77%
229,511
-6,835
23
$5.98M 0.68%
22,981
+1,044
24
$5.74M 0.65%
97,417
+4,962
25
$5.71M 0.65%
196,399
+9,481
1
2 3 4 5