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
701
$4.19K ﹤0.01%
20
702
$4.13K ﹤0.01%
96
703
$4.12K ﹤0.01%
80
704
$4.06K ﹤0.01%
450
705
$4.06K ﹤0.01%
260
706
$4.03K ﹤0.01%
100
707
$3.87K ﹤0.01%
116
708
$3.79K ﹤0.01%
75
709
$3.75K ﹤0.01%
640
710
$3.73K ﹤0.01%
200
711
$3.69K ﹤0.01%
136
712
$3.67K ﹤0.01%
473
713
$3.66K ﹤0.01%
200
714
$3.6K ﹤0.01%
440
715
$3.46K ﹤0.01%
50
716
$3.29K ﹤0.01%
388
717
$3.29K ﹤0.01%
1,500
718
$3.16K ﹤0.01%
100
719
$3.16K ﹤0.01%
12
720
$3.15K ﹤0.01%
60
721
$3.03K ﹤0.01%
52
-1
722
$3.02K ﹤0.01%
200
723
$2.85K ﹤0.01%
500
724
$2.84K ﹤0.01%
15
-1
725
$2.68K ﹤0.01%
125
27 28
29
30 31