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
776
$219K 0.01%
2,274
+82
777
$218K 0.01%
+1,536
778
$218K 0.01%
14,149
+3,749
779
$217K 0.01%
+8,353
780
$216K 0.01%
18,555
781
$215K 0.01%
+563
782
$214K 0.01%
+1,190
783
$214K 0.01%
2,954
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784
$213K 0.01%
2,514
-485
785
$213K 0.01%
5,000
786
$213K 0.01%
1,286
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787
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2,838
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788
$210K 0.01%
+4,557
789
$210K 0.01%
1,327
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790
$209K 0.01%
+718
791
$209K 0.01%
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792
$209K 0.01%
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793
$208K 0.01%
5,761
794
$207K 0.01%
8,729
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795
$207K 0.01%
7,603
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796
$206K 0.01%
+2,285
797
$203K 0.01%
3,050
+400
798
$203K 0.01%
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799
$203K 0.01%
6,861
-769
800
$203K 0.01%
1,334
-4
30 31
32
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