HH
Hilltop Holdings Portfolio holdings
AUM
$1.56B
1-Year Return
20.2%
This Quarter Return
+7.71%
1 Year Return
+20.2%
3 Year Return
+61.15%
5 Year Return
+116.33%
10 Year Return
+244.98%
AUM
$771M
AUM Growth
+$32.8M
(+4.4%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
22.09%
Holding
558
New
48
Increased
197
Reduced
238
Closed
35
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.54M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.38M |
| 3 |
iShares Russell Top 200 ETF
IWL
|
$6.86M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$6.06M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$6.02M |
Top Sells
| 1 |
iShares MBS ETF
MBB
|
$13.2M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$7.26M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$6.91M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$6.88M |
| 5 |
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% |
