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
276
$323K 0.06%
2,023
-1,088
277
$322K 0.06%
3,891
+35
278
$321K 0.06%
1,623
-627
279
$321K 0.06%
6,909
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280
$319K 0.06%
+10,992
281
$318K 0.06%
15,614
-974
282
$315K 0.06%
4,270
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283
$314K 0.06%
3,876
+126
284
$314K 0.06%
1,765
-1,024
285
$313K 0.06%
9,892
-97
286
$312K 0.06%
1
287
$312K 0.06%
+2,722
288
$310K 0.06%
18,958
-2,356
289
$310K 0.06%
+15,724
290
$308K 0.06%
3,468
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291
$306K 0.06%
4,045
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292
$306K 0.06%
5,904
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293
$306K 0.06%
5,489
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294
$304K 0.06%
10,628
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295
$304K 0.06%
1,801
-561
296
$303K 0.06%
7,920
+1,949
297
$303K 0.06%
7,282
+519
298
$303K 0.06%
+2,006
299
$302K 0.06%
5,040
-3,085
300
$300K 0.06%
2,561
+618
10 11
12
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