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
$962M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$11.9M
3
+$10.3M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.09M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$7.21M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.37M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.08M

Sector Composition

1 Technology 14.22%
2 Healthcare 5.81%
3 Financials 5.27%
4 Consumer Discretionary 5.16%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.85M 0.3%
35,795
-3,960
77
$2.81M 0.29%
45,018
+588
78
$2.81M 0.29%
11,139
+747
79
$2.77M 0.29%
18,656
+1,237
80
$2.76M 0.29%
20,666
+516
81
$2.73M 0.28%
16,682
+1,312
82
$2.66M 0.28%
14,093
+1,819
83
$2.56M 0.27%
4,253
+259
84
$2.55M 0.27%
95,740
+490
85
$2.55M 0.26%
126,932
-12,076
86
$2.52M 0.26%
37,930
+2,240
87
$2.52M 0.26%
9,757
+2,238
88
$2.45M 0.25%
26,339
+6
89
$2.42M 0.25%
6,725
-1,320
90
$2.4M 0.25%
115,759
+5,590
91
$2.4M 0.25%
128,955
-16,644
92
$2.39M 0.25%
6,731
+1,302
93
$2.35M 0.24%
6,663
+1,179
94
$2.33M 0.24%
45,350
-20,893
95
$2.31M 0.24%
24,309
+2,031
96
$2.25M 0.23%
10,776
+1,678
97
$2.24M 0.23%
89,735
98
$2.23M 0.23%
10,388
+1,045
99
$2.21M 0.23%
49,766
+1,739
100
$2.1M 0.22%
31,192
+4,100
2 3
4
5 6