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
$715M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.57M
3
+$7.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$7.15M

Top Sells

1
+$14.4M
2
+$9.01M
3
+$6.83M
4
GLD icon
SPDR Gold Trust
GLD
+$6.66M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.41M

Sector Composition

1 Technology 14.17%
2 Healthcare 5.56%
3 Consumer Discretionary 5.25%
4 Communication Services 4.67%
5 Financials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.5M 0.77%
145,032
+135,170
27
$5.48M 0.77%
79,365
+63,276
28
$5.48M 0.77%
66,136
+53,370
29
$5.16M 0.72%
112,225
+21,060
30
$5.07M 0.71%
18,550
+2,703
31
$4.44M 0.62%
41,406
+6,581
32
$4.44M 0.62%
22,793
-12,189
33
$4.4M 0.62%
16,578
-36
34
$4.2M 0.59%
26,659
+3,024
35
$4.13M 0.58%
11,768
+2,071
36
$3.85M 0.54%
106,932
-78,597
37
$3.84M 0.54%
17,579
-918
38
$3.77M 0.53%
10,552
-209
39
$3.58M 0.5%
49,120
+6,174
40
$3.46M 0.48%
58,972
-730
41
$3.31M 0.46%
46,670
+10,845
42
$3.28M 0.46%
73,266
-2,647
43
$3.24M 0.45%
131,766
+4,483
44
$3.19M 0.45%
146,657
+31,848
45
$3.17M 0.44%
59,714
+14,692
46
$3.15M 0.44%
13,583
+1,091
47
$3.14M 0.44%
85,388
-16,587
48
$3.14M 0.44%
73,708
+19,455
49
$2.99M 0.42%
72,464
+9,102
50
$2.95M 0.41%
76,516
+60,440
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