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
$1.58B
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.25M
3
+$5M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5M
5
CAFX
Congress Intermediate Bond ETF
CAFX
+$4.93M

Top Sells

1
+$8.23M
2
+$5.84M
3
+$5.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M
5
MBB icon
iShares MBS ETF
MBB
+$4.03M

Sector Composition

1 Technology 19.11%
2 Financials 10.42%
3 Healthcare 7.02%
4 Industrials 6.25%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.17M 0.07%
37,316
+2,703
277
$1.16M 0.07%
6,010
+106
278
$1.15M 0.07%
6,493
-527
279
$1.14M 0.07%
15,851
+2,351
280
$1.14M 0.07%
+35,963
281
$1.14M 0.07%
41,723
-17,092
282
$1.14M 0.07%
114,600
-4,011
283
$1.14M 0.07%
33,328
-365
284
$1.14M 0.07%
21,268
+3,312
285
$1.13M 0.07%
1,989
+110
286
$1.13M 0.07%
24,451
+5,910
287
$1.13M 0.07%
21,913
+1,142
288
$1.13M 0.07%
27,999
-436
289
$1.12M 0.07%
2,508
+743
290
$1.12M 0.07%
10,951
+250
291
$1.12M 0.07%
10,804
+911
292
$1.11M 0.07%
6,284
+291
293
$1.11M 0.07%
+17,152
294
$1.11M 0.07%
11,381
+97
295
$1.11M 0.07%
7,205
-144
296
$1.09M 0.07%
4,709
+3,189
297
$1.09M 0.07%
21,869
+1,004
298
$1.09M 0.07%
4,650
+439
299
$1.09M 0.07%
6,095
-11,630
300
$1.08M 0.07%
53,882
-2,577
10 11
12
13 14