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
701
$267K 0.02%
3,525
-1,997
702
$266K 0.02%
1,249
+242
703
$266K 0.02%
6,184
-1,778
704
$265K 0.02%
4,926
-6,241
705
$265K 0.02%
18,948
-4,411
706
$265K 0.02%
13,609
-941
707
$265K 0.02%
2,058
-2,982
708
$264K 0.02%
1,133
+54
709
$263K 0.02%
+10,315
710
$263K 0.02%
7,074
-543
711
$263K 0.02%
5,240
-200
712
$260K 0.02%
4,098
+513
713
$258K 0.02%
7,048
-266
714
$257K 0.02%
21,001
-13,105
715
$257K 0.02%
5,197
-394
716
$256K 0.02%
1,513
-5,052
717
$255K 0.02%
919
+34
718
$254K 0.02%
7,326
-1,157
719
$254K 0.02%
1,342
+65
720
$253K 0.02%
+2,603
721
$253K 0.02%
799
+19
722
$252K 0.02%
+6,796
723
$252K 0.02%
+11,339
724
$252K 0.02%
1,368
+4
725
$252K 0.02%
15,500
27 28
29
30 31