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
801
$202K 0.01%
9,455
+1,749
802
$202K 0.01%
+8,406
803
$202K 0.01%
+797
804
$202K 0.01%
9,440
+246
805
$202K 0.01%
1,607
-363
806
$201K 0.01%
+6,413
807
$198K 0.01%
17,100
-19,000
808
$191K 0.01%
13,100
-6,200
809
$185K 0.01%
14,361
+1,425
810
$179K 0.01%
18,987
-22,101
811
$173K 0.01%
14,987
812
$167K 0.01%
24,929
+1,200
813
$167K 0.01%
14,808
814
$167K 0.01%
10,255
+69
815
$158K 0.01%
146,600
+11,600
816
$156K 0.01%
11,492
-1,616
817
$151K 0.01%
11,300
+700
818
$149K 0.01%
10,800
819
$147K 0.01%
10,800
820
$140K 0.01%
27,917
-1,985
821
$139K 0.01%
30,403
+216
822
$135K 0.01%
11,023
823
$134K 0.01%
10,243
824
$129K 0.01%
12,595
825
$119K 0.01%
13,972
+678
31 32
33
34 35