HH
Hilltop Holdings Portfolio holdings
AUM
$1.56B
1-Year Return
20.2%
This Quarter Return
+2.94%
1 Year Return
+20.2%
3 Year Return
+61.15%
5 Year Return
+116.33%
10 Year Return
+244.98%
AUM
$320M
AUM Growth
-$24.5M
(-7.1%)
Cap. Flow
-$31.1M
Cap. Flow
% of AUM
-9.74%
Top 10 Holdings %
Top 10 Hldgs %
17.04%
Holding
325
New
7
Increased
51
Reduced
145
Closed
31
Top Buys
| 1 |
iShares International Select Dividend ETF
IDV
|
$3.29M |
| 2 |
AbbVie
ABBV
|
$703K |
| 3 |
Sherwin-Williams
SHW
|
$407K |
| 4 |
Vodafone
VOD
|
$403K |
| 5 |
Consolidated Edison
ED
|
$400K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$2.89M |
| 2 |
EWRI
GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF
EWRI
|
$2.03M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.57M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.07M |
| 5 |
Healthpeak Properties
DOC
|
$787K |
Sector Composition
| 1 | Consumer Staples | 8.19% |
| 2 | Industrials | 7.13% |
| 3 | Technology | 6.99% |
| 4 | Healthcare | 6.76% |
| 5 | Financials | 5.54% |
