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
401
$264K 0.04%
+1,960
402
$263K 0.04%
+3,015
403
$263K 0.04%
+3,450
404
$262K 0.04%
2,090
+181
405
$262K 0.04%
2,554
-140,344
406
$262K 0.04%
+1,260
407
$261K 0.04%
+7,225
408
$260K 0.04%
10,240
-50
409
$260K 0.04%
1,510
-860
410
$259K 0.04%
+3,705
411
$258K 0.04%
+4,000
412
$254K 0.04%
+15,425
413
$254K 0.04%
+8,265
414
$252K 0.04%
987
-13
415
$251K 0.04%
+1,286
416
$251K 0.04%
9,517
-1,851
417
$249K 0.03%
2,495
+214
418
$249K 0.03%
6,117
+794
419
$247K 0.03%
+8,950
420
$244K 0.03%
+17,221
421
$240K 0.03%
+1,589
422
$240K 0.03%
1,896
-84
423
$239K 0.03%
+2,402
424
$238K 0.03%
7,463
-118
425
$238K 0.03%
3,314
-450
15 16
17
18 19