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
$911M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$10M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.05M
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$7.02M

Top Sells

1
+$16.2M
2
+$10.2M
3
+$8.81M
4
IYT icon
iShares US Transportation ETF
IYT
+$8.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Sector Composition

1 Technology 13.29%
2 Financials 5.31%
3 Healthcare 5.17%
4 Consumer Discretionary 4.92%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$213K 0.02%
2,450
552
$213K 0.02%
+7,828
553
$213K 0.02%
1,029
-28
554
$207K 0.02%
2,052
-4,082
555
$206K 0.02%
1,365
-53
556
$204K 0.02%
+8,811
557
$204K 0.02%
967
558
$204K 0.02%
+4,546
559
$202K 0.02%
2,451
-120
560
$200K 0.02%
+1,371
561
$200K 0.02%
+300
562
$198K 0.02%
3,000
563
$188K 0.02%
12,354
-222
564
$187K 0.02%
11,289
-244
565
$187K 0.02%
47,500
+9,246
566
$185K 0.02%
51,025
+13,582
567
$183K 0.02%
11,712
-4,593
568
$176K 0.02%
11,602
569
$154K 0.02%
15,170
570
$148K 0.02%
10,500
-14,500
571
$113K 0.01%
19,038
+2,168
572
$106K 0.01%
10,082
-7,858
573
$99K 0.01%
+10,000
574
$89K 0.01%
47
-23
575
$87K 0.01%
+690
21 22
23
24 25