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
$911M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$10M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.05M
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$7.02M

Top Sells

1
+$16.2M
2
+$10.2M
3
+$8.81M
4
IYT icon
iShares US Transportation ETF
IYT
+$8.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Sector Composition

1 Technology 13.29%
2 Financials 5.31%
3 Healthcare 5.17%
4 Consumer Discretionary 4.92%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$478K 0.05%
9,665
+292
352
$475K 0.05%
5,658
+18
353
$470K 0.05%
+16,872
354
$469K 0.05%
7,589
-2,956
355
$468K 0.05%
17,097
-2,297
356
$458K 0.05%
6,733
+2,079
357
$458K 0.05%
10,607
-2,366
358
$457K 0.05%
10,714
-5,989
359
$457K 0.05%
5,770
360
$456K 0.05%
+6,295
361
$448K 0.05%
1,577
+416
362
$447K 0.05%
2,859
-15
363
$446K 0.05%
8,436
+2,175
364
$443K 0.05%
17,620
+300
365
$443K 0.05%
15,380
+4,000
366
$442K 0.05%
+6,275
367
$440K 0.05%
19,865
+2,534
368
$440K 0.05%
36,050
-3,600
369
$435K 0.05%
17,181
+3,900
370
$433K 0.05%
2,122
+124
371
$432K 0.05%
10,100
372
$431K 0.05%
+1,373
373
$431K 0.05%
5,860
+1,035
374
$428K 0.05%
3,488
-40
375
$427K 0.05%
16,597
-3,173
13 14
15
16 17