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
$771M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.38M
3
+$6.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.02M

Top Sells

1
+$13.2M
2
+$7.26M
3
+$6.91M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.88M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Sector Composition

1 Technology 11.17%
2 Healthcare 5.96%
3 Financials 5.56%
4 Energy 5.06%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$303K 0.04%
2,985
-320
377
$302K 0.04%
4,069
378
$302K 0.04%
229
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379
$300K 0.04%
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-78
380
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-11
381
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16,162
-10,250
382
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32,780
-400
383
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4,266
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384
$294K 0.04%
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-14
385
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386
$291K 0.04%
945
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387
$291K 0.04%
1,558
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388
$290K 0.04%
8,303
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389
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6,242
-2,362
390
$289K 0.04%
2,488
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391
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393
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6,394
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395
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+17,145
396
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6,187
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397
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-50
398
$282K 0.04%
32,836
-2,632
399
$278K 0.04%
1,119
+154
400
$277K 0.04%
2,974
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14 15
16
17 18