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
$771M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.38M
3
+$6.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.02M

Top Sells

1
+$13.2M
2
+$7.26M
3
+$6.91M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.88M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Sector Composition

1 Technology 11.17%
2 Healthcare 5.96%
3 Financials 5.56%
4 Energy 5.06%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.44M 0.83%
170,044
-5,558
27
$6.43M 0.82%
20,807
-475
28
$6.02M 0.77%
+110,679
29
$5.94M 0.76%
11,201
-271
30
$5.66M 0.73%
37,321
+22,810
31
$5.57M 0.71%
176,417
+3,702
32
$5.34M 0.68%
63,543
-13,844
33
$5.2M 0.67%
56,901
-4,441
34
$5.07M 0.65%
194,826
+13,232
35
$5.02M 0.64%
36,947
+28,074
36
$4.97M 0.64%
37,091
+8,893
37
$4.94M 0.63%
58,450
+10,943
38
$4.83M 0.62%
49,791
+974
39
$4.78M 0.61%
43,048
+1,012
40
$4.77M 0.61%
27,016
-96
41
$4.68M 0.6%
28,942
+800
42
$4.37M 0.56%
11,362
+5,728
43
$4.23M 0.54%
66,127
-24,247
44
$4.14M 0.53%
136,339
-13,553
45
$4.01M 0.51%
105,357
+20,005
46
$3.98M 0.51%
56,511
-60,343
47
$3.98M 0.51%
269,303
-60,410
48
$3.89M 0.5%
98,619
-12,685
49
$3.85M 0.49%
58,688
+5,638
50
$3.85M 0.49%
174,648
+112,011
1
2
3 4 5