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
326
$270K 0.05%
3,854
+379
327
$266K 0.05%
3,025
-346
328
$262K 0.05%
1,460
-23
329
$261K 0.05%
4,953
+307
330
$261K 0.05%
17,023
+1,590
331
$260K 0.05%
+5,150
332
$256K 0.05%
4,493
+425
333
$253K 0.05%
3,051
+86
334
$253K 0.05%
+953
335
$251K 0.05%
3,136
+426
336
$250K 0.05%
+2,866
337
$247K 0.05%
2,082
-265
338
$247K 0.05%
+11,397
339
$245K 0.05%
4,323
+427
340
$244K 0.05%
4,258
+694
341
$244K 0.05%
12,378
-206
342
$238K 0.05%
9,837
-59
343
$233K 0.04%
1,124
+61
344
$232K 0.04%
1,045
+13
345
$231K 0.04%
+10,347
346
$231K 0.04%
922
-362
347
$225K 0.04%
1,525
-43
348
$225K 0.04%
1,150
-7
349
$224K 0.04%
2,769
-1,509
350
$222K 0.04%
2,752
12 13
14
15 16