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
301
$299K 0.06%
2,369
+157
302
$298K 0.06%
9,032
+1,576
303
$298K 0.06%
8,170
+296
304
$296K 0.06%
2,342
-601
305
$296K 0.06%
2,510
+319
306
$294K 0.06%
11,382
+692
307
$291K 0.06%
2,014
+1
308
$288K 0.05%
+1,048
309
$283K 0.05%
3,241
+189
310
$282K 0.05%
+5,292
311
$282K 0.05%
+5,369
312
$281K 0.05%
16,536
+5,943
313
$281K 0.05%
+13,000
314
$280K 0.05%
6,867
+759
315
$280K 0.05%
+15,050
316
$279K 0.05%
2,568
+363
317
$277K 0.05%
9,883
+1,351
318
$276K 0.05%
+2,511
319
$276K 0.05%
1,433
-254
320
$276K 0.05%
4,989
+567
321
$275K 0.05%
6,451
+1,033
322
$274K 0.05%
1,959
+68
323
$274K 0.05%
4,664
+726
324
$271K 0.05%
2,064
+160
325
$270K 0.05%
18,936
+3,927
11 12
13
14 15