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
401
$276K 0.04%
1,287
-650
402
$275K 0.04%
21,762
403
$274K 0.04%
+7,640
404
$273K 0.04%
2,710
405
$272K 0.03%
5,508
+32
406
$271K 0.03%
+1,507
407
$270K 0.03%
11,140
+130
408
$270K 0.03%
1,464
-601
409
$270K 0.03%
10,782
-216
410
$269K 0.03%
3,795
+300
411
$268K 0.03%
2,669
-208
412
$266K 0.03%
1,004
-3,078
413
$265K 0.03%
12,961
+2,029
414
$265K 0.03%
20,028
+4,635
415
$264K 0.03%
2,614
-208
416
$263K 0.03%
2,784
+110
417
$258K 0.03%
1,218
+45
418
$256K 0.03%
3,343
+51
419
$256K 0.03%
15,869
420
$255K 0.03%
3,443
+506
421
$255K 0.03%
3,075
422
$255K 0.03%
2,487
423
$255K 0.03%
5,571
+315
424
$254K 0.03%
8,469
425
$254K 0.03%
1,999
-501
15 16
17
18 19