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
$771M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.38M
3
+$6.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.02M

Top Sells

1
+$13.2M
2
+$7.26M
3
+$6.91M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.88M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Sector Composition

1 Technology 11.17%
2 Healthcare 5.96%
3 Financials 5.56%
4 Energy 5.06%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$391K 0.05%
1,157
+1
327
$385K 0.05%
4,275
+1,068
328
$384K 0.05%
40,690
-23,850
329
$383K 0.05%
6,102
-853
330
$383K 0.05%
25,650
-700
331
$382K 0.05%
13,063
-468
332
$382K 0.05%
25,010
-20
333
$381K 0.05%
1,788
+141
334
$380K 0.05%
6,997
-89
335
$380K 0.05%
9,030
-30
336
$374K 0.05%
3,591
-139
337
$371K 0.05%
36,668
-6,397
338
$365K 0.05%
5,163
-2
339
$365K 0.05%
12,640
-350
340
$363K 0.05%
465
341
$359K 0.05%
3,637
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342
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1,460
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343
$355K 0.05%
14,550
344
$355K 0.05%
+6,641
345
$354K 0.05%
27,900
+1,750
346
$353K 0.05%
1,324
+141
347
$353K 0.05%
+13,337
348
$352K 0.05%
1,102
+23
349
$349K 0.04%
11,181
+900
350
$348K 0.04%
1,953
-8
12 13
14
15 16