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
$962M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$11.9M
3
+$10.3M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.09M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$7.21M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.37M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.08M

Sector Composition

1 Technology 14.22%
2 Healthcare 5.81%
3 Financials 5.27%
4 Consumer Discretionary 5.16%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.18M 0.85%
40,022
+35,248
27
$8.05M 0.84%
79,290
+67,541
28
$7.8M 0.81%
199,768
+63,898
29
$7.26M 0.75%
42,253
-5,212
30
$6.8M 0.71%
172,403
+8,908
31
$6.57M 0.68%
21,512
-170
32
$6.42M 0.67%
47,406
+554
33
$6.41M 0.67%
15,444
+154
34
$6.05M 0.63%
52,863
+27,318
35
$6.05M 0.63%
27,184
+2,655
36
$5.72M 0.59%
19,126
+365
37
$5.71M 0.59%
110,011
+15,675
38
$5.66M 0.59%
33,110
-16,475
39
$5.27M 0.55%
111,100
+85,000
40
$5.25M 0.55%
30,677
+1,229
41
$5.08M 0.53%
15,102
-3,104
42
$4.76M 0.49%
+57,391
43
$4.75M 0.49%
77,664
-14,082
44
$4.75M 0.49%
214,898
+99,148
45
$4.71M 0.49%
179,704
+1,890
46
$4.68M 0.49%
9,319
+815
47
$4.63M 0.48%
58,831
+3,277
48
$4.62M 0.48%
148,448
-47,273
49
$4.57M 0.47%
30,832
+3,925
50
$4.42M 0.46%
38,779
-54,774
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