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
$771M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.38M
3
+$6.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.02M

Top Sells

1
+$13.2M
2
+$7.26M
3
+$6.91M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.88M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Sector Composition

1 Technology 11.17%
2 Healthcare 5.96%
3 Financials 5.56%
4 Energy 5.06%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$638K 0.08%
13,795
-350
227
$636K 0.08%
3,843
-104
228
$636K 0.08%
6,697
-1,156
229
$635K 0.08%
2,547
+402
230
$634K 0.08%
17,785
-1,475
231
$633K 0.08%
7,577
+463
232
$631K 0.08%
6,741
+146
233
$631K 0.08%
21,761
-836
234
$628K 0.08%
4,476
-642
235
$624K 0.08%
9,977
+138
236
$619K 0.08%
13,800
237
$607K 0.08%
70,615
-9,208
238
$604K 0.08%
4,826
-19
239
$602K 0.08%
11,172
+810
240
$594K 0.08%
69,443
+36,995
241
$594K 0.08%
7,966
-754
242
$590K 0.08%
2,676
-22
243
$588K 0.08%
14,881
+323
244
$587K 0.08%
13,461
+680
245
$587K 0.08%
10,181
-1,615
246
$585K 0.08%
32,532
-61
247
$582K 0.07%
16,650
-225
248
$580K 0.07%
+5,146
249
$577K 0.07%
31,903
-83
250
$575K 0.07%
34,425
-54,056
8 9
10
11 12