HNB

Hilltop National Bank Portfolio holdings

AUM $406M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$1.73M
3
+$1.36M
4
INFL icon
Horizon Kinetics Inflation Beneficiaries ETF
INFL
+$946K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$697K

Top Sells

1
+$2.89M
2
+$1.67M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$674K
5
NVDA icon
NVIDIA
NVDA
+$246K

Sector Composition

1 Technology 20.28%
2 Financials 10.52%
3 Healthcare 8.16%
4 Industrials 6.21%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$72.3K 0.02%
2,278
377
$72.2K 0.02%
1,109
378
$72K 0.02%
150
379
$71.9K 0.02%
694
-69
380
$71.2K 0.02%
125
381
$70.9K 0.02%
397
382
$70.8K 0.02%
216
+70
383
$69.5K 0.02%
1,733
384
$69.4K 0.02%
6,698
385
$69.2K 0.02%
375
-29
386
$69.2K 0.02%
2,053
-243
387
$69.2K 0.02%
542
388
$68.8K 0.02%
541
-65
389
$68.7K 0.02%
6,944
-6,885
390
$68.7K 0.02%
1,773
-144
391
$68.6K 0.02%
1,166
+871
392
$68.3K 0.02%
1,214
393
$67.7K 0.02%
500
394
$67.4K 0.02%
2,108
395
$67.2K 0.02%
1,754
-58
396
$66.9K 0.02%
686
397
$66.7K 0.02%
1,973
-186
398
$65.8K 0.02%
107
399
$65.8K 0.02%
238
-91
400
$65.7K 0.02%
280
-10
14 15
16
17 18