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
$1.58B
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.25M
3
+$5M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5M
5
CAFX
Congress Intermediate Bond ETF
CAFX
+$4.93M

Top Sells

1
+$8.23M
2
+$5.84M
3
+$5.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M
5
MBB icon
iShares MBS ETF
MBB
+$4.03M

Sector Composition

1 Technology 19.11%
2 Financials 10.42%
3 Healthcare 7.02%
4 Industrials 6.25%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.45M 0.41%
38,465
+2,377
52
$6.44M 0.41%
71,278
+3,791
53
$6.37M 0.4%
28,415
+17,756
54
$6.35M 0.4%
129,376
-29,745
55
$6.22M 0.39%
8,053
+725
56
$5.96M 0.38%
199,681
+1,837
57
$5.72M 0.36%
35,136
-3,808
58
$5.68M 0.36%
341,258
+315,626
59
$5.63M 0.36%
61,541
-2,538
60
$5.55M 0.35%
283,253
+218,821
61
$5.54M 0.35%
11,409
-659
62
$5.5M 0.35%
38,041
+3,437
63
$5.42M 0.34%
8,529
-156
64
$5.4M 0.34%
34,797
+243
65
$5.39M 0.34%
24,502
-2,579
66
$5.34M 0.34%
170,167
+66,611
67
$5.33M 0.34%
195,214
+619
68
$5.32M 0.34%
42,288
+2,110
69
$5.24M 0.33%
67,264
+64,215
70
$5.19M 0.33%
37,038
+191
71
$5.19M 0.33%
38,656
+170
72
$5.15M 0.33%
5,774
+219
73
$5.13M 0.32%
17,529
-1,495
74
$5.02M 0.32%
56,665
+47,345
75
$4.99M 0.32%
5,297
-92
1 2
3
4 5