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
451
$236K 0.03%
+776
452
$235K 0.03%
+5,215
453
$234K 0.03%
3,336
+1
454
$232K 0.03%
29,774
-22
455
$232K 0.03%
1,195
456
$232K 0.03%
11,525
-8,783
457
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9,462
-718
458
$232K 0.03%
+1,137
459
$230K 0.03%
+9,366
460
$228K 0.03%
5,125
-100
461
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4,266
-6
462
$227K 0.03%
513
-15
463
$222K 0.03%
3,850
-4
464
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+1,200
465
$219K 0.03%
+961
466
$219K 0.03%
7,083
-724
467
$219K 0.03%
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-9,302
468
$219K 0.03%
24,100
+3,000
469
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+6,300
470
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+6,181
471
$217K 0.03%
+7,069
472
$216K 0.03%
+3,476
473
$215K 0.03%
2,568
-153
474
$214K 0.03%
+1,371
475
$214K 0.03%
456
-257
17 18
19
20 21