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
351
$221K 0.04%
8,356
-874
352
$218K 0.04%
4,705
-787
353
$217K 0.04%
18,340
-3,400
354
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6,277
-8,991
355
$216K 0.04%
880
-55
356
$215K 0.04%
9,100
357
$215K 0.04%
+800
358
$215K 0.04%
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359
$214K 0.04%
8,950
-84,812
360
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2,287
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361
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362
$209K 0.04%
2,690
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363
$208K 0.04%
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364
$208K 0.04%
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365
$207K 0.04%
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366
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369
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370
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372
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373
$200K 0.04%
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374
$200K 0.04%
+3,337
375
$194K 0.04%
44,657
-537
13 14
15
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