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
$1.53B
AUM Growth
+$674M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$29.5M
3
+$13M
4
V icon
Visa
V
+$13M
5
NVDA icon
NVIDIA
NVDA
+$11.5M

Top Sells

1
+$9.09M
2
+$8.61M
3
+$8.18M
4
BIZD icon
VanEck BDC Income ETF
BIZD
+$7.63M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$3.41M

Sector Composition

1 Technology 18.07%
2 Financials 9.33%
3 Healthcare 8.23%
4 Industrials 6.7%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.7M 4.13%
277,720
+126,522
2
$51.7M 3.3%
120,129
+80,720
3
$22.8M 1.46%
93,996
+18,537
4
$22.6M 1.44%
199,963
+24,728
5
$22.4M 1.43%
120,366
+53,058
6
$22.1M 1.41%
181,891
+95,004
7
$20.1M 1.28%
34,989
+3,139
8
$18.7M 1.19%
194,818
+61,823
9
$17.8M 1.14%
84,611
+44,406
10
$17.7M 1.13%
64,218
+47,307
11
$17.6M 1.12%
101,968
+75,518
12
$16.3M 1.04%
40,322
+26,377
13
$14M 0.89%
95,037
+64,404
14
$13.3M 0.85%
135,436
+102,336
15
$12.6M 0.81%
76,087
+28,423
16
$12.3M 0.79%
21,069
+14,163
17
$12M 0.77%
26,162
+1,391
18
$11.9M 0.76%
33,631
+30,840
19
$11.1M 0.71%
110,177
+70,149
20
$10.8M 0.69%
54,813
+26,580
21
$9.99M 0.64%
40,523
+31,435
22
$9.88M 0.63%
30,674
+22,462
23
$9.87M 0.63%
20,223
+846
24
$9.8M 0.63%
85,981
+73,199
25
$9.73M 0.62%
19,710
+13,892
1
2 3 4 5