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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
$344M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$771K
3
+$756K
4
XOM icon
Exxon Mobil
XOM
+$396K
5
FAST icon
Fastenal
FAST
+$251K

Top Sells

1
+$6.18M
2
+$362K
3
+$357K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$339K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$336K

Sector Composition

1 Consumer Staples 7.77%
2 Industrials 7.57%
3 Healthcare 7.14%
4 Technology 7.1%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-6,052
327
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-16,200
328
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-30,500
329
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-4,142
330
– –
-8,559
331
– –
-3,181
332
– –
-61,500
333
– –
-1,121
334
– –
-11,000
335
– –
-2,837
336
– –
-117,200
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