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
$315M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$486K
3
+$396K
4
T icon
AT&T
T
+$365K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$362K

Top Sells

1
+$1.56M
2
+$1.39M
3
+$1.35M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$985K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$861K

Sector Composition

1 Consumer Staples 8.4%
2 Healthcare 7.34%
3 Technology 6.67%
4 Industrials 6.37%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.54%
19,034
-3,499
52
$1.67M 0.53%
7,955
-4,091
53
$1.66M 0.53%
29,661
-3,445
54
$1.65M 0.53%
42,605
55
$1.64M 0.52%
16,961
+925
56
$1.61M 0.51%
11,710
-540
57
$1.61M 0.51%
300,700
58
$1.6M 0.51%
35,416
+130
59
$1.6M 0.51%
13,913
-1,903
60
$1.57M 0.5%
33,185
-1,865
61
$1.55M 0.49%
32,765
+3,988
62
$1.52M 0.48%
50,970
-1,025
63
$1.52M 0.48%
49,109
+12,827
64
$1.51M 0.48%
35,364
65
$1.49M 0.47%
52,469
66
$1.49M 0.47%
15,722
67
$1.47M 0.47%
11,328
68
$1.44M 0.46%
28,131
+941
69
$1.39M 0.44%
12,334
70
$1.39M 0.44%
55,038
71
$1.37M 0.44%
92,039
-6,849
72
$1.36M 0.43%
20,864
-4,470
73
$1.35M 0.43%
37,738
-9,960
74
$1.34M 0.43%
30,284
-7,297
75
$1.33M 0.42%
9,079
-1,190
1 2
3
4 5