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
$715M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.57M
3
+$7.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$7.15M

Top Sells

1
+$14.4M
2
+$9.01M
3
+$6.83M
4
GLD icon
SPDR Gold Trust
GLD
+$6.66M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.41M

Sector Composition

1 Technology 14.17%
2 Healthcare 5.56%
3 Consumer Discretionary 5.25%
4 Communication Services 4.67%
5 Financials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$524K 0.07%
1,826
-1,024
252
$515K 0.07%
1,970
+387
253
$510K 0.07%
19,302
-11,850
254
$509K 0.07%
9,661
+247
255
$505K 0.07%
10,700
-190
256
$503K 0.07%
23,724
-233
257
$501K 0.07%
8,850
+50
258
$499K 0.07%
2,221
+433
259
$495K 0.07%
3,269
+228
260
$495K 0.07%
2,425
+97
261
$493K 0.07%
8,217
+24
262
$492K 0.07%
9,763
+2,960
263
$491K 0.07%
+2,454
264
$490K 0.07%
7,582
-1,799
265
$488K 0.07%
+957
266
$488K 0.07%
4,750
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267
$487K 0.07%
10,367
-865
268
$485K 0.07%
3,255
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269
$484K 0.07%
9,661
+1,383
270
$483K 0.07%
2,861
+1,349
271
$482K 0.07%
4,680
-193
272
$481K 0.07%
15,032
+682
273
$481K 0.07%
15,210
+2,500
274
$481K 0.07%
4,725
-4
275
$480K 0.07%
+17,100
9 10
11
12 13