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
726
$252K 0.02%
4,809
+121
727
$251K 0.02%
+1,287
728
$251K 0.02%
4,268
+122
729
$249K 0.02%
2,222
-1,060
730
$249K 0.02%
4,457
+69
731
$245K 0.02%
6,675
+996
732
$245K 0.02%
1,625
733
$243K 0.02%
+11,985
734
$243K 0.02%
1,294
-694
735
$242K 0.02%
10,121
-5,075
736
$242K 0.02%
2,371
+337
737
$242K 0.02%
2,525
+32
738
$240K 0.02%
2,158
-79
739
$240K 0.02%
3,302
+165
740
$239K 0.02%
2,359
-544
741
$239K 0.02%
9,245
-1,156
742
$239K 0.02%
+1,165
743
$239K 0.02%
+12,761
744
$238K 0.02%
+8,557
745
$238K 0.02%
5,244
+277
746
$238K 0.02%
19,800
-150
747
$236K 0.01%
+11,464
748
$235K 0.01%
4,882
+504
749
$235K 0.01%
+871
750
$235K 0.01%
665
+83
28 29
30
31 32