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
$1.58B
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.25M
3
+$5M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5M
5
CAFX
Congress Intermediate Bond ETF
CAFX
+$4.93M

Top Sells

1
+$8.23M
2
+$5.84M
3
+$5.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M
5
MBB icon
iShares MBS ETF
MBB
+$4.03M

Sector Composition

1 Technology 19.11%
2 Financials 10.42%
3 Healthcare 7.02%
4 Industrials 6.25%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$590K 0.04%
12,226
+2,002
452
$588K 0.04%
3,051
+368
453
$576K 0.04%
3,610
+249
454
$575K 0.04%
20,998
+2,706
455
$572K 0.04%
40,147
456
$570K 0.04%
5,616
+1,332
457
$568K 0.04%
7,192
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458
$568K 0.04%
3,970
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459
$567K 0.04%
+12,953
460
$567K 0.04%
66,042
-2,474
461
$567K 0.04%
3,293
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462
$566K 0.04%
3,078
+2
463
$566K 0.04%
37,521
+7,236
464
$559K 0.04%
5,245
+560
465
$555K 0.04%
+14,000
466
$547K 0.03%
17,907
+10,513
467
$546K 0.03%
14,332
+1,488
468
$546K 0.03%
5,885
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469
$545K 0.03%
2,425
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470
$544K 0.03%
5,410
-184
471
$544K 0.03%
9,546
-306
472
$544K 0.03%
5,877
+534
473
$544K 0.03%
16,114
+4,783
474
$543K 0.03%
15,686
+7
475
$543K 0.03%
1,145
-88
17 18
19
20 21