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
676
$288K 0.02%
8,000
677
$287K 0.02%
5,276
+606
678
$287K 0.02%
1,209
-1,465
679
$284K 0.02%
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680
$283K 0.02%
5,172
-98
681
$282K 0.02%
3,044
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682
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2,110
683
$280K 0.02%
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684
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685
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+7,616
686
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687
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688
$278K 0.02%
13,715
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689
$278K 0.02%
1,595
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690
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+3,599
691
$275K 0.02%
8,677
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692
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$273K 0.02%
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694
$273K 0.02%
8,950
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695
$270K 0.02%
2,229
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696
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2,991
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697
$268K 0.02%
4,953
+465
698
$268K 0.02%
793
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699
$267K 0.02%
4,415
-192
700
$267K 0.02%
6,536
+6
26 27
28
29 30