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
401
$65.3K 0.02%
642
-187
402
$65.1K 0.02%
4,461
-328
403
$64.6K 0.02%
152
-7
404
$63.7K 0.02%
700
405
$63.5K 0.02%
336
-23
406
$62.1K 0.02%
1,100
407
$61.3K 0.02%
500
408
$61.1K 0.02%
1,107
-119
409
$60.7K 0.02%
2,304
410
$60.1K 0.02%
1,654
-69
411
$59.8K 0.02%
1,333
412
$59.7K 0.02%
1,121
413
$59.5K 0.02%
480
414
$59.3K 0.02%
1,614
415
$58.9K 0.02%
825
416
$57.6K 0.02%
203
417
$57.5K 0.02%
+4,000
418
$57.4K 0.02%
198
419
$57.4K 0.02%
1,175
-200
420
$57.2K 0.02%
198
421
$57.1K 0.02%
900
422
$56.8K 0.02%
622
-50
423
$56.6K 0.02%
804
424
$56.4K 0.02%
3,300
425
$56.3K 0.02%
608
15 16
17
18 19