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
376
$296K 0.04%
+22,700
377
$295K 0.04%
6,270
+521
378
$291K 0.04%
24,361
+10,611
379
$291K 0.04%
+6,120
380
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+2,511
381
$287K 0.04%
+3,380
382
$286K 0.04%
+5,651
383
$285K 0.04%
7,267
384
$285K 0.04%
10,100
-220
385
$285K 0.04%
4,204
-5,077
386
$284K 0.04%
+12,175
387
$283K 0.04%
4,861
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388
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11,755
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389
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8,606
-392
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+2,191
391
$273K 0.04%
12,194
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392
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393
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394
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4,000
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395
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5,028
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396
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397
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6,825
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$266K 0.04%
11,675
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399
$264K 0.04%
60,400
-7,000
400
$264K 0.04%
5,609
+299
14 15
16
17 18