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
426
$56.1K 0.02%
638
-2
427
$55.5K 0.02%
904
428
$54.8K 0.02%
530
-67
429
$54.6K 0.02%
602
430
$54.6K 0.02%
+382
431
$53.7K 0.02%
+2,554
432
$53.5K 0.02%
485
433
$52.7K 0.02%
900
-500
434
$52.6K 0.02%
+702
435
$52.3K 0.02%
764
-61
436
$51.9K 0.02%
1,010
437
$51.8K 0.02%
1,060
438
$51.6K 0.02%
3,157
-164
439
$51.3K 0.02%
290
-337
440
$51.3K 0.02%
672
-621
441
$51.1K 0.02%
484
442
$49.8K 0.02%
750
-180
443
$49K 0.01%
301
-4
444
$48.7K 0.01%
322
-51
445
$48.7K 0.01%
+3,000
446
$48.3K 0.01%
2,085
+300
447
$48.3K 0.01%
383
-60
448
$48.3K 0.01%
5,441
-237
449
$48K 0.01%
518
450
$47.5K 0.01%
3,915
-487
16 17
18
19 20