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
$516M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.95M
3
+$7.79M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.82M
5
GLD icon
SPDR Gold Trust
GLD
+$3.09M

Top Sells

1
+$8.7M
2
+$6.81M
3
+$6.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.86M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.63M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.81%
3 Financials 5.17%
4 Industrials 5.03%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.48%
108,239
-4,944
52
$2.43M 0.46%
11,669
+5,119
53
$2.42M 0.46%
20,260
-11,989
54
$2.4M 0.45%
48,490
+18,989
55
$2.38M 0.45%
101,049
-207
56
$2.35M 0.45%
39,621
-6,472
57
$2.31M 0.44%
12,974
+3,772
58
$2.22M 0.42%
35,167
+1,120
59
$2.21M 0.42%
37,592
+12,885
60
$2.15M 0.41%
28,345
+203
61
$2.13M 0.41%
16,507
+4,022
62
$2.11M 0.4%
17,794
-2,405
63
$2.09M 0.4%
15,005
-1,245
64
$2.06M 0.39%
40,504
-170,815
65
$2M 0.38%
17,691
+2
66
$1.98M 0.38%
32,565
+5,582
67
$1.96M 0.37%
9,127
+348
68
$1.88M 0.36%
17,026
+478
69
$1.83M 0.35%
21,729
+77
70
$1.81M 0.34%
15,188
-2,093
71
$1.8M 0.34%
10,712
-1,230
72
$1.78M 0.34%
11,011
-497
73
$1.77M 0.34%
12,923
-679
74
$1.77M 0.34%
13,561
-1,635
75
$1.76M 0.33%
45,560
+10,835
1 2
3
4 5