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
$516M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.95M
3
+$7.79M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.82M
5
GLD icon
SPDR Gold Trust
GLD
+$3.09M

Top Sells

1
+$8.7M
2
+$6.81M
3
+$6.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.86M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.63M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.81%
3 Financials 5.17%
4 Industrials 5.03%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 0.71%
21,605
+495
27
$3.7M 0.7%
60,278
+40,448
28
$3.48M 0.66%
8,931
+1,949
29
$3.46M 0.66%
29,375
-3,864
30
$3.31M 0.63%
12,170
+703
31
$3.3M 0.63%
40,757
-4,394
32
$3.28M 0.62%
17,388
-2,775
33
$3.28M 0.62%
121,496
+7,556
34
$3.23M 0.61%
94,812
+12,725
35
$3.22M 0.61%
120,640
-36,608
36
$3.13M 0.59%
63,032
-1,322
37
$3.08M 0.58%
36,301
-69,154
38
$3M 0.57%
7,893
-1,532
39
$2.96M 0.56%
48,520
+8,380
40
$2.92M 0.56%
44,848
+6,451
41
$2.92M 0.55%
23,477
+3,662
42
$2.91M 0.55%
+54,420
43
$2.88M 0.55%
+24,674
44
$2.88M 0.55%
+93,215
45
$2.81M 0.53%
12,092
+3,889
46
$2.72M 0.52%
53,846
-3,483
47
$2.71M 0.51%
33,675
-4,148
48
$2.65M 0.5%
86,257
+9,370
49
$2.56M 0.49%
6,820
+2,834
50
$2.55M 0.48%
16,881
+2,235
1
2
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