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
$888M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15M
3
+$9.81M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.44M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.56M

Top Sells

1
+$12.1M
2
+$9.9M
3
+$7.26M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.82M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.21M

Sector Composition

1 Technology 12.91%
2 Financials 5.1%
3 Consumer Discretionary 4.97%
4 Healthcare 4.77%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$256K 0.03%
7,400
502
$254K 0.03%
2,264
-3,497
503
$253K 0.03%
+5,929
504
$253K 0.03%
+2,633
505
$246K 0.03%
3,850
-114
506
$245K 0.03%
+17,940
507
$245K 0.03%
4,756
+563
508
$245K 0.03%
+2,958
509
$243K 0.03%
277
-10
510
$241K 0.03%
+1,598
511
$239K 0.03%
+1,195
512
$239K 0.03%
15,800
-2,550
513
$239K 0.03%
+202
514
$239K 0.03%
4,003
+98
515
$236K 0.03%
29,216
+10,400
516
$236K 0.03%
+1,465
517
$235K 0.03%
13,612
-1,713
518
$234K 0.03%
+2,501
519
$233K 0.03%
1,057
-106
520
$231K 0.03%
889
+65
521
$231K 0.03%
1,419
-356
522
$230K 0.03%
969
-774
523
$227K 0.03%
20,672
+3,454
524
$227K 0.03%
2,708
-104
525
$226K 0.03%
+313
19 20
21
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