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
576
$17.5K 0.01%
155
577
$17.3K 0.01%
1,108
578
$17.2K 0.01%
300
579
$16.8K 0.01%
132
-11
580
$16.6K 0.01%
216
581
$16.1K ﹤0.01%
104
582
$16.1K ﹤0.01%
243
-14
583
$15.8K ﹤0.01%
330
-220
584
$15.5K ﹤0.01%
680
+450
585
$15.5K ﹤0.01%
+100
586
$15.3K ﹤0.01%
524
587
$15.2K ﹤0.01%
196
588
$15.1K ﹤0.01%
450
589
$15K ﹤0.01%
50
590
$15K ﹤0.01%
50
591
$14.9K ﹤0.01%
200
592
$14.9K ﹤0.01%
200
593
$14.8K ﹤0.01%
2,750
594
$14.7K ﹤0.01%
684
595
$14.5K ﹤0.01%
31
596
$14.5K ﹤0.01%
400
597
$14.5K ﹤0.01%
7,850
598
$14.5K ﹤0.01%
181
599
$14.3K ﹤0.01%
465
-200
600
$13.7K ﹤0.01%
118
-204
22 23
24
25 26