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HH

Hilltop Holdings Portfolio holdings

AUM $1.1B
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$687K
3
+$392K
4
SHW icon
Sherwin-Williams
SHW
+$375K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$372K

Top Sells

1
+$2.71M
2
+$2.03M
3
+$1.52M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.06M
5
DOC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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