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
$771M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.38M
3
+$6.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.02M

Top Sells

1
+$13.2M
2
+$7.26M
3
+$6.91M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.88M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Sector Composition

1 Technology 11.17%
2 Healthcare 5.96%
3 Financials 5.56%
4 Energy 5.06%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.49%
43,396
-19,767
52
$3.74M 0.48%
21,457
-1,240
53
$3.69M 0.47%
11,690
+1,024
54
$3.65M 0.47%
13,867
-3,267
55
$3.6M 0.46%
70,269
-1,071
56
$3.59M 0.46%
56,360
-1,661
57
$3.45M 0.44%
112,864
+47,548
58
$3.16M 0.4%
66,249
+1,903
59
$3.12M 0.4%
22,149
-2,814
60
$3.07M 0.39%
70,052
+2,384
61
$3.04M 0.39%
14,617
+404
62
$2.99M 0.38%
21,204
-2,773
63
$2.94M 0.38%
45,917
-10,195
64
$2.92M 0.37%
120,918
-29,044
65
$2.89M 0.37%
117,411
+186
66
$2.79M 0.36%
11,262
-131
67
$2.79M 0.36%
94,258
-11,399
68
$2.72M 0.35%
36,178
+1,426
69
$2.7M 0.35%
4,952
+353
70
$2.64M 0.34%
26,067
-1,164
71
$2.58M 0.33%
7,776
+6,521
72
$2.52M 0.32%
138,435
-19,186
73
$2.51M 0.32%
44,860
-4,350
74
$2.5M 0.32%
11,883
+314
75
$2.45M 0.31%
16,152
+1,063
1 2
3
4 5