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
751
$235K 0.01%
2,904
-242
752
$233K 0.01%
+3,573
753
$233K 0.01%
1,673
-123
754
$233K 0.01%
4,530
+231
755
$232K 0.01%
4,978
+400
756
$232K 0.01%
+8,315
757
$232K 0.01%
+4,700
758
$232K 0.01%
+1,620
759
$231K 0.01%
+8,500
760
$231K 0.01%
8,610
-28
761
$230K 0.01%
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762
$230K 0.01%
2,515
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763
$229K 0.01%
+4,708
764
$228K 0.01%
3,577
+20
765
$227K 0.01%
+1,217
766
$227K 0.01%
9,087
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767
$226K 0.01%
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768
$226K 0.01%
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769
$223K 0.01%
19,036
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770
$223K 0.01%
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771
$223K 0.01%
5,473
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772
$222K 0.01%
7,872
-463
773
$221K 0.01%
2,702
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774
$220K 0.01%
2,217
-4
775
$219K 0.01%
25,172
+1,025
29 30
31
32 33