HH
Hilltop Holdings Portfolio holdings
AUM
$1.56B
1-Year Return
20.2%
This Quarter Return
-10.93%
1 Year Return
+20.2%
3 Year Return
+61.15%
5 Year Return
+116.33%
10 Year Return
+244.98%
AUM
$413M
AUM Growth
-$122M
(-23%)
Cap. Flow
-$51.3M
Cap. Flow
% of AUM
-12.43%
Top 10 Holdings %
Top 10 Hldgs %
31.39%
Holding
463
New
53
Increased
134
Reduced
143
Closed
123
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$18.5M |
| 2 |
iShares MBS ETF
MBB
|
$8.89M |
| 3 |
Dell
DELL
|
$7.98M |
| 4 |
Apple
AAPL
|
$4.82M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.57M |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$15.7M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$9.71M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.82M |
| 4 |
BlackRock Taxable Municipal Bond Trust
BBN
|
$5.77M |
| 5 |
Microsoft
MSFT
|
$5.6M |
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Healthcare | 6.05% |
| 3 | Communication Services | 3.81% |
| 4 | Financials | 3.64% |
| 5 | Consumer Staples | 3.64% |
