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
$1.58B
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.25M
3
+$5M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5M
5
CAFX
Congress Intermediate Bond ETF
CAFX
+$4.93M

Top Sells

1
+$8.23M
2
+$5.84M
3
+$5.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M
5
MBB icon
iShares MBS ETF
MBB
+$4.03M

Sector Composition

1 Technology 19.11%
2 Financials 10.42%
3 Healthcare 7.02%
4 Industrials 6.25%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$540K 0.03%
6,900
-142
477
$538K 0.03%
9,325
+324
478
$536K 0.03%
4,082
+1,367
479
$534K 0.03%
9,288
+925
480
$532K 0.03%
313
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481
$532K 0.03%
29,996
-124
482
$531K 0.03%
2,534
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483
$530K 0.03%
9,990
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484
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+11,917
485
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2,481
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486
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5,934
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487
$525K 0.03%
8,100
488
$524K 0.03%
13,010
-161
489
$524K 0.03%
12,287
-204
490
$522K 0.03%
4,495
+1,856
491
$521K 0.03%
18,705
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492
$520K 0.03%
1,408
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493
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5,695
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494
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12,938
+372
495
$518K 0.03%
2,760
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496
$517K 0.03%
8,420
497
$514K 0.03%
3,083
-5,361
498
$513K 0.03%
10,624
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499
$513K 0.03%
7,794
+171
500
$511K 0.03%
5,859
+52
18 19
20
21 22