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
$715M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.57M
3
+$7.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$7.15M

Top Sells

1
+$14.4M
2
+$9.01M
3
+$6.83M
4
GLD icon
SPDR Gold Trust
GLD
+$6.66M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.41M

Sector Composition

1 Technology 14.17%
2 Healthcare 5.56%
3 Consumer Discretionary 5.25%
4 Communication Services 4.67%
5 Financials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.9M 0.41%
12,977
+929
52
$2.86M 0.4%
106,302
+1,819
53
$2.85M 0.4%
5,279
-23
54
$2.84M 0.4%
105,444
+572
55
$2.78M 0.39%
50,635
+7,492
56
$2.72M 0.38%
59,863
+372
57
$2.65M 0.37%
5,685
+724
58
$2.64M 0.37%
31,221
+11,850
59
$2.62M 0.37%
20,597
+6,764
60
$2.6M 0.36%
16,112
+370
61
$2.58M 0.36%
5,161
+940
62
$2.58M 0.36%
+9,949
63
$2.57M 0.36%
18,233
-17,862
64
$2.52M 0.35%
10,743
+878
65
$2.47M 0.35%
74,619
+1,605
66
$2.46M 0.34%
14,581
-1,051
67
$2.38M 0.33%
154,720
+103,123
68
$2.28M 0.32%
26,080
-180
69
$2.26M 0.32%
67,530
-15,133
70
$2.24M 0.31%
16,104
+1,351
71
$2.23M 0.31%
28,558
+4,295
72
$2.18M 0.3%
102,605
+3,230
73
$2.1M 0.29%
43,767
+5,712
74
$2.07M 0.29%
+146,571
75
$2.01M 0.28%
40,386
+6,728
1 2
3
4 5