HH
Hilltop Holdings Portfolio holdings
AUM
$1.56B
1-Year Return
20.2%
This Quarter Return
-8.91%
1 Year Return
+20.2%
3 Year Return
+61.15%
5 Year Return
+116.33%
10 Year Return
+244.98%
AUM
$752M
AUM Growth
-$134M
(-15%)
Cap. Flow
-$34.4M
Cap. Flow
% of AUM
-4.58%
Top 10 Holdings %
Top 10 Hldgs %
24.81%
Holding
587
New
45
Increased
212
Reduced
215
Closed
74
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$30.4M |
| 2 |
iShares MBS ETF
MBB
|
+$14.5M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$11.5M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$10.6M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$9.89M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$28.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$10.5M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$9.5M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$8.63M |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$8.39M |
Sector Composition
| 1 | Technology | 12.42% |
| 2 | Healthcare | 5.98% |
| 3 | Financials | 4.77% |
| 4 | Industrials | 4.08% |
| 5 | Energy | 3.92% |
