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
$962M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$11.9M
3
+$10.3M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.09M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$7.21M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.37M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.08M

Sector Composition

1 Technology 14.22%
2 Healthcare 5.81%
3 Financials 5.27%
4 Consumer Discretionary 5.16%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.38M 0.45%
74,145
-2,412
52
$4.35M 0.45%
30,060
+200
53
$4.32M 0.45%
27,305
+2,372
54
$4.05M 0.42%
68,484
+4,359
55
$3.94M 0.41%
134,130
+1,900
56
$3.83M 0.4%
17,656
-6,005
57
$3.81M 0.4%
60,204
-5,515
58
$3.81M 0.4%
36,898
+2,242
59
$3.56M 0.37%
21,845
+5,096
60
$3.51M 0.37%
156,825
-23,325
61
$3.32M 0.35%
28,284
-2,340
62
$3.32M 0.34%
12,453
-120
63
$3.28M 0.34%
233,078
+112,559
64
$3.24M 0.34%
12,258
-48
65
$3.23M 0.34%
193,348
+18,181
66
$3.22M 0.34%
17,726
+907
67
$3.16M 0.33%
4,736
+1,485
68
$3.11M 0.32%
5,487
+80
69
$3.05M 0.32%
64,355
+4,239
70
$2.99M 0.31%
110,320
-6,648
71
$2.98M 0.31%
38,947
+4,838
72
$2.9M 0.3%
26,492
+16,183
73
$2.87M 0.3%
12,390
+774
74
$2.86M 0.3%
14,220
+3,175
75
$2.85M 0.3%
10,627
+1,329
1 2
3
4 5