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
$1.59B
AUM Growth
+$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
916
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$3.18M
3
+$2.95M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.91M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.82M

Top Sells

1
+$3.84M
2
+$3.09M
3
+$3.07M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.03M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.02M

Sector Composition

1 Technology 17.53%
2 Financials 10.58%
3 Healthcare 7.47%
4 Industrials 5.99%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
26
Exxon Mobil
XOM
$494B
$9.83M 0.62%
82,635
-192
XLF icon
27
Financial Select Sector SPDR Fund
XLF
$54.9B
$9.5M 0.6%
190,698
-2,269
MCD icon
28
McDonald's
MCD
$221B
$9.47M 0.59%
30,314
+430
AMGN icon
29
Amgen
AMGN
$157B
$9.14M 0.57%
29,328
-1,572
JPST icon
30
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$8.97M 0.56%
177,200
+14,825
PM icon
31
Philip Morris
PM
$238B
$8.92M 0.56%
56,198
+1,575
GOVT icon
32
iShares US Treasury Bond ETF
GOVT
$28.5B
$8.73M 0.55%
379,670
-1,309
IWM icon
33
iShares Russell 2000 ETF
IWM
$71.8B
$8.66M 0.54%
43,429
+2,497
GOOG icon
34
Alphabet (Google) Class C
GOOG
$3.26T
$8.65M 0.54%
55,364
+3,612
ETN icon
35
Eaton
ETN
$148B
$8.39M 0.53%
30,853
+5,925
HYG icon
36
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$8.25M 0.52%
104,636
+5,719
NEE icon
37
NextEra Energy
NEE
$177B
$7.96M 0.5%
112,240
+967
LIN icon
38
Linde
LIN
$209B
$7.94M 0.5%
17,054
-174
BND icon
39
Vanguard Total Bond Market
BND
$138B
$7.81M 0.49%
106,397
+2,497
XLK icon
40
Technology Select Sector SPDR Fund
XLK
$98.3B
$7.28M 0.46%
35,248
-10,181
LLY icon
41
Eli Lilly
LLY
$741B
$7.23M 0.45%
8,758
+705
WMT icon
42
Walmart
WMT
$833B
$7.18M 0.45%
81,838
+10,560
SPGI icon
43
S&P Global
SPGI
$152B
$7.08M 0.44%
13,939
-25
CSCO icon
44
Cisco
CSCO
$282B
$6.97M 0.44%
112,972
-21,957
HON icon
45
Honeywell
HON
$137B
$6.94M 0.44%
32,769
-5,472
PG icon
46
Procter & Gamble
PG
$355B
$6.69M 0.42%
39,248
+783
MRK icon
47
Merck
MRK
$220B
$6.67M 0.42%
74,363
+1,006
IEFA icon
48
iShares Core MSCI EAFE ETF
IEFA
$159B
$6.57M 0.41%
86,911
+75,546
VOO icon
49
Vanguard S&P 500 ETF
VOO
$780B
$6.56M 0.41%
12,774
-1,075
FLOT icon
50
iShares Floating Rate Bond ETF
FLOT
$9B
$6.51M 0.41%
127,534
+36,766
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