HH

Hilltop Holdings Portfolio holdings

AUM $1.66B
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$6.12M
3
+$5.76M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$4.52M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.55M

Top Sells

1
+$10.8M
2
+$7.16M
3
+$7.06M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.93M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.85M

Sector Composition

1 Technology 6.49%
2 Healthcare 6.31%
3 Financials 5.44%
4 Industrials 5.02%
5 Consumer Staples 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
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