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
251
$570K 0.07%
5,156
-83
252
$570K 0.07%
1,622
-10,875
253
$566K 0.07%
2,385
+18
254
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-308
255
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1,503
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256
$553K 0.07%
32,920
+10,850
257
$550K 0.07%
3,484
+519
258
$549K 0.07%
17,400
259
$549K 0.07%
5,589
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260
$539K 0.07%
1,627
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261
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9,702
+2,885
262
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5,379
+1,540
263
$534K 0.07%
12,938
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264
$533K 0.07%
38,850
+10,600
265
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266
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11,185
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270
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5,158
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271
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+6,208
272
$516K 0.07%
3,998
-1,443
273
$513K 0.07%
2,019
-91
274
$511K 0.07%
10,949
-16,473
275
$511K 0.07%
6,160
9 10
11
12 13