HH
Hilltop Holdings Portfolio holdings
AUM
$1.56B
1-Year Return
20.2%
This Quarter Return
+7.03%
1 Year Return
+20.2%
3 Year Return
+61.15%
5 Year Return
+116.33%
10 Year Return
+244.98%
AUM
$1.53B
AUM Growth
+$674M
(+79%)
Cap. Flow
+$623M
Cap. Flow
% of AUM
40.66%
Top 10 Holdings %
Top 10 Hldgs %
18.32%
Holding
843
New
245
Increased
432
Reduced
111
Closed
26
Top Buys
| 1 |
Microsoft
MSFT
|
+$34.7M |
| 2 |
Apple
AAPL
|
+$29.5M |
| 3 |
Broadcom
AVGO
|
+$13M |
| 4 |
Visa
V
|
+$13M |
| 5 |
NVIDIA
NVDA
|
+$11.5M |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$9.09M |
| 2 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
+$8.61M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$8.18M |
| 4 |
VanEck BDC Income ETF
BIZD
|
+$7.63M |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$3.41M |
Sector Composition
| 1 | Technology | 18.07% |
| 2 | Financials | 9.33% |
| 3 | Healthcare | 8.23% |
| 4 | Industrials | 6.7% |
| 5 | Consumer Discretionary | 5.35% |
