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
626
$332K 0.02%
11,340
-150
627
$332K 0.02%
8,653
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628
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3,161
629
$332K 0.02%
+4,790
630
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1,772
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631
$330K 0.02%
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632
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25,930
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634
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12,531
-21,866
635
$329K 0.02%
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636
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637
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638
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519
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639
$327K 0.02%
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640
$325K 0.02%
+15,741
641
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642
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643
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2,401
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645
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646
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553
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$319K 0.02%
1,509
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$318K 0.02%
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649
$317K 0.02%
10,396
-32
650
$314K 0.02%
1,048
+89
24 25
26
27 28