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
$320M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$703K
3
+$407K
4
VOD icon
Vodafone
VOD
+$403K
5
ED icon
Consolidated Edison
ED
+$400K

Top Sells

1
+$2.89M
2
+$2.03M
3
+$1.57M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.07M
5
DOC icon
Healthpeak Properties
DOC
+$787K

Sector Composition

1 Consumer Staples 8.19%
2 Industrials 7.13%
3 Technology 6.99%
4 Healthcare 6.76%
5 Financials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 0.82%
31,517
27
$2.54M 0.8%
23,302
+205
28
$2.51M 0.79%
34,206
29
$2.49M 0.78%
12,046
-1,873
30
$2.47M 0.77%
29,843
31
$2.44M 0.76%
30,201
-543
32
$2.43M 0.76%
29,566
-1,113
33
$2.43M 0.76%
121,400
34
$2.4M 0.75%
39,090
35
$2.32M 0.73%
505,510
-9,850
36
$2.17M 0.68%
19,064
-895
37
$2.06M 0.64%
41,465
-2,457
38
$2.06M 0.64%
28,129
39
$2.05M 0.64%
33,075
40
$2.04M 0.64%
18,526
-571
41
$1.89M 0.59%
33,106
-27,499
42
$1.87M 0.58%
72,972
43
$1.86M 0.58%
15,110
44
$1.86M 0.58%
42,605
45
$1.86M 0.58%
29,118
-740
46
$1.84M 0.57%
16,570
-456
47
$1.83M 0.57%
26,215
-2,877
48
$1.77M 0.56%
35,155
-4,683
49
$1.77M 0.55%
22,533
-5,831
50
$1.75M 0.55%
15,816
-26,174
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