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
$315M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$486K
3
+$396K
4
T icon
AT&T
T
+$365K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$362K

Top Sells

1
+$1.56M
2
+$1.39M
3
+$1.35M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$985K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$861K

Sector Composition

1 Consumer Staples 8.4%
2 Healthcare 7.34%
3 Technology 6.67%
4 Industrials 6.37%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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304
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-37,791
315
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