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
$542M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$12.9M
3
+$6.21M
4
MSFT icon
Microsoft
MSFT
+$5.34M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.13M

Top Sells

1
+$13.1M
2
+$6.21M
3
+$4.67M
4
GLD icon
SPDR Gold Trust
GLD
+$4.26M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.59M

Sector Composition

1 Technology 12.45%
2 Healthcare 5.34%
3 Consumer Discretionary 4.55%
4 Financials 4.42%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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