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
501
$266K 0.03%
+2,987
502
$266K 0.03%
+11,281
503
$265K 0.03%
2,654
-23
504
$265K 0.03%
2,763
-9,601
505
$264K 0.03%
+2,835
506
$261K 0.03%
6,942
-803
507
$260K 0.03%
2,189
-2,347
508
$260K 0.03%
1,544
-547
509
$259K 0.03%
4,925
-4,914
510
$259K 0.03%
3,360
511
$256K 0.03%
+5,245
512
$255K 0.03%
+3,385
513
$255K 0.03%
10,361
+1,550
514
$254K 0.03%
2,962
-42
515
$253K 0.03%
1,504
+139
516
$252K 0.03%
2,486
+121
517
$250K 0.03%
1,057
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518
$249K 0.03%
4,579
-2,584
519
$249K 0.03%
979
+10
520
$248K 0.03%
+9,056
521
$246K 0.03%
1,820
+321
522
$245K 0.03%
+652
523
$243K 0.03%
1,879
-596
524
$243K 0.03%
8,600
-300
525
$242K 0.03%
+5,036
19 20
21
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