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
451
$217K 0.03%
+2,326
452
$217K 0.03%
11,776
-698
453
$216K 0.03%
+7,155
454
$215K 0.03%
1,351
-1,758
455
$214K 0.03%
+1,282
456
$214K 0.03%
1,259
-179
457
$214K 0.03%
+1,855
458
$213K 0.03%
+1,947
459
$212K 0.03%
+2,812
460
$212K 0.03%
+43,000
461
$211K 0.03%
+9,242
462
$210K 0.03%
+2,959
463
$208K 0.03%
+260
464
$208K 0.03%
+124
465
$207K 0.03%
+2,950
466
$207K 0.03%
16,190
-357
467
$205K 0.03%
+6,500
468
$202K 0.03%
+2,358
469
$201K 0.03%
+1,295
470
$198K 0.03%
25,000
471
$181K 0.03%
16,985
+149
472
$177K 0.02%
26,530
+15,800
473
$176K 0.02%
10,677
474
$166K 0.02%
+1,255
475
$155K 0.02%
17,665
+6,965
17 18
19
20 21