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
$715M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.57M
3
+$7.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$7.15M

Top Sells

1
+$14.4M
2
+$9.01M
3
+$6.83M
4
GLD icon
SPDR Gold Trust
GLD
+$6.66M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.41M

Sector Composition

1 Technology 14.17%
2 Healthcare 5.56%
3 Consumer Discretionary 5.25%
4 Communication Services 4.67%
5 Financials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$338K 0.05%
+944
352
$335K 0.05%
+3,932
353
$334K 0.05%
12,107
+6
354
$333K 0.05%
1,634
-13
355
$330K 0.05%
+2,340
356
$329K 0.05%
2,096
357
$323K 0.05%
+4,254
358
$322K 0.05%
7,775
359
$321K 0.04%
+6,277
360
$320K 0.04%
2,289
+811
361
$320K 0.04%
+1,203
362
$320K 0.04%
+4,853
363
$319K 0.04%
+8,017
364
$316K 0.04%
9,506
+2,638
365
$315K 0.04%
+8,700
366
$314K 0.04%
21,227
-1,603
367
$309K 0.04%
10,577
-8,086
368
$306K 0.04%
+1,125
369
$304K 0.04%
+3,042
370
$302K 0.04%
+1,982
371
$301K 0.04%
+1,227
372
$301K 0.04%
+1,588
373
$301K 0.04%
3,545
-27,461
374
$300K 0.04%
+11,116
375
$297K 0.04%
2,281
+494
13 14
15
16 17