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
451
$47.5K 0.01%
98
-9
452
$47.5K 0.01%
1,686
453
$47.2K 0.01%
367
454
$47K 0.01%
5,000
-3,000
455
$46.9K 0.01%
805
456
$46.9K 0.01%
2,991
457
$46.4K 0.01%
3,977
458
$46.3K 0.01%
2,568
-3,421
459
$46.1K 0.01%
1,123
460
$45.3K 0.01%
455
461
$44.3K 0.01%
3,268
-330
462
$43.4K 0.01%
462
463
$41.7K 0.01%
450
464
$41.5K 0.01%
307
-13
465
$41.2K 0.01%
325
466
$40.8K 0.01%
1,222
467
$40.1K 0.01%
158
468
$39.9K 0.01%
677
+297
469
$39.9K 0.01%
915
470
$39.2K 0.01%
369
471
$39K 0.01%
430
-52
472
$38.9K 0.01%
400
473
$38.7K 0.01%
182
-19
474
$38.5K 0.01%
210
475
$38.3K 0.01%
217
17 18
19
20 21