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
501
$510K 0.03%
4,321
+510
502
$504K 0.03%
3,968
+734
503
$503K 0.03%
15,488
-606
504
$501K 0.03%
8,867
+3,888
505
$501K 0.03%
1,297
-199
506
$497K 0.03%
+11,000
507
$494K 0.03%
10,640
+73
508
$492K 0.03%
13,464
+248
509
$491K 0.03%
14,991
-240
510
$489K 0.03%
6,236
+487
511
$487K 0.03%
2,759
+455
512
$484K 0.03%
2,621
-29
513
$478K 0.03%
5,160
+1,564
514
$476K 0.03%
8,043
+2,283
515
$475K 0.03%
6,136
+10
516
$473K 0.03%
+2,534
517
$470K 0.03%
5,460
+2,748
518
$469K 0.03%
1,322
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519
$468K 0.03%
6,328
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520
$466K 0.03%
5,316
+142
521
$464K 0.03%
6,716
+807
522
$462K 0.03%
6,066
+6
523
$462K 0.03%
2,343
+67
524
$462K 0.03%
1,816
+113
525
$461K 0.03%
+5,241
19 20
21
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