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
$888M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15M
3
+$9.81M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.44M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.56M

Top Sells

1
+$12.1M
2
+$9.9M
3
+$7.26M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.82M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.21M

Sector Composition

1 Technology 12.91%
2 Financials 5.1%
3 Consumer Discretionary 4.97%
4 Healthcare 4.77%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.42%
84,462
+11,919
52
$3.66M 0.41%
10,027
+363
53
$3.56M 0.4%
28,400
+620
54
$3.49M 0.39%
102,780
+59
55
$3.44M 0.39%
143,986
+45,466
56
$3.43M 0.39%
157,669
+21,486
57
$3.4M 0.38%
198,201
+35,327
58
$3.4M 0.38%
7,454
+230
59
$3.39M 0.38%
8,468
+314
60
$3.37M 0.38%
11,571
+1,881
61
$3.29M 0.37%
60,884
+6,380
62
$3.18M 0.36%
12,859
-90
63
$3.15M 0.36%
114,296
-18,301
64
$3.08M 0.35%
30,065
-96,699
65
$3M 0.34%
12,392
+3,263
66
$2.94M 0.33%
+68,720
67
$2.91M 0.33%
148,678
-7,916
68
$2.9M 0.33%
+135,204
69
$2.85M 0.32%
117,607
-1,608
70
$2.8M 0.32%
41,893
+9,293
71
$2.79M 0.31%
24,759
+19,077
72
$2.74M 0.31%
15,812
-178
73
$2.74M 0.31%
4,675
+126
74
$2.71M 0.31%
69,215
+10,315
75
$2.7M 0.3%
32,354
+9,499
1 2
3
4 5