HH

Hilltop Holdings Portfolio holdings

AUM $1.56B
1-Year Est. Return 20.2%
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.95M
3
+$7.79M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.82M
5
GLD icon
SPDR Gold Trust
GLD
+$3.09M

Top Sells

1
+$8.7M
2
+$6.81M
3
+$6.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.86M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.63M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.81%
3 Financials 5.17%
4 Industrials 5.03%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$444K 0.08%
10,220
227
$437K 0.08%
+8,776
228
$437K 0.08%
4,930
-710
229
$433K 0.08%
2,627
-1,504
230
$431K 0.08%
3,917
+957
231
$426K 0.08%
16,220
+3,029
232
$426K 0.08%
3,298
-1,116
233
$425K 0.08%
5,617
-153
234
$425K 0.08%
+13,800
235
$424K 0.08%
8,671
-169
236
$421K 0.08%
19,765
-1,975
237
$416K 0.08%
5,240
+1,490
238
$410K 0.08%
17,715
-922
239
$408K 0.08%
18,055
-6,932
240
$405K 0.08%
+2,669
241
$404K 0.08%
4,728
+1,615
242
$400K 0.08%
26,561
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243
$400K 0.08%
9,350
-250
244
$397K 0.08%
2,953
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245
$397K 0.08%
3,967
-500
246
$397K 0.08%
5,340
-679
247
$386K 0.07%
8,886
-747
248
$385K 0.07%
14,446
+118
249
$381K 0.07%
128,600
-79,450
250
$374K 0.07%
1,694
+108
8 9
10
11 12