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
$962M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$11.9M
3
+$10.3M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.09M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$7.21M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.37M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.08M

Sector Composition

1 Technology 14.22%
2 Healthcare 5.81%
3 Financials 5.27%
4 Consumer Discretionary 5.16%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$483K 0.05%
12,172
-685
352
$480K 0.05%
1,598
-121
353
$480K 0.05%
18,009
+912
354
$480K 0.05%
+44,836
355
$480K 0.05%
9,714
+4,262
356
$476K 0.05%
6,336
+61
357
$475K 0.05%
9,498
+253
358
$470K 0.05%
9,992
+1,556
359
$465K 0.05%
15,694
-1,719
360
$462K 0.05%
2,018
+13
361
$460K 0.05%
7,202
-387
362
$459K 0.05%
35,650
-400
363
$456K 0.05%
7,798
+1,200
364
$455K 0.05%
6,868
-106
365
$455K 0.05%
48,457
+7,179
366
$452K 0.05%
3,932
367
$449K 0.05%
76
+1
368
$449K 0.05%
19,699
-31,622
369
$447K 0.05%
20,502
+637
370
$447K 0.05%
9,495
-30
371
$447K 0.05%
20,528
+4,875
372
$444K 0.05%
1,636
-151
373
$443K 0.05%
1,073
-545
374
$443K 0.05%
4,049
+1,997
375
$442K 0.05%
27,854
-1,932
13 14
15
16 17