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
651
$8.05K ﹤0.01%
20
652
$7.9K ﹤0.01%
780
653
$7.89K ﹤0.01%
300
654
$7.87K ﹤0.01%
143
655
$7.86K ﹤0.01%
527
-120
656
$7.73K ﹤0.01%
200
657
$7.69K ﹤0.01%
87
658
$7.65K ﹤0.01%
90
659
$7.59K ﹤0.01%
108
660
$7.45K ﹤0.01%
50
661
$7.41K ﹤0.01%
200
662
$7.37K ﹤0.01%
300
663
$7.34K ﹤0.01%
90
-100
664
$7.34K ﹤0.01%
200
665
$7.21K ﹤0.01%
179
666
$6.94K ﹤0.01%
2,102
667
$6.86K ﹤0.01%
375
668
$6.68K ﹤0.01%
100
669
$6.67K ﹤0.01%
1,500
+532
670
$6.63K ﹤0.01%
125
671
$6.62K ﹤0.01%
800
672
$6.4K ﹤0.01%
317
673
$6.36K ﹤0.01%
105
674
$5.97K ﹤0.01%
60
-37
675
$5.72K ﹤0.01%
50
25 26
27
28 29