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
426
$253K 0.03%
2,450
-13
427
$252K 0.03%
+3,248
428
$251K 0.03%
2,634
-19
429
$250K 0.03%
20,028
-500
430
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6,375
431
$249K 0.03%
1,889
-2,008
432
$246K 0.03%
19,150
-1,000
433
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1,216
-60
434
$245K 0.03%
+951
435
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3,591
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436
$243K 0.03%
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437
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4,259
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438
$243K 0.03%
35,650
-2,850
439
$242K 0.03%
31,216
-1,000
440
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3,240
441
$241K 0.03%
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443
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444
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1,980
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445
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818
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446
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2,427
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447
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+4,000
448
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2,065
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449
$236K 0.03%
461
-2
450
$236K 0.03%
758
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16 17
18
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