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
$715M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.57M
3
+$7.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$7.15M

Top Sells

1
+$14.4M
2
+$9.01M
3
+$6.83M
4
GLD icon
SPDR Gold Trust
GLD
+$6.66M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.41M

Sector Composition

1 Technology 14.17%
2 Healthcare 5.56%
3 Consumer Discretionary 5.25%
4 Communication Services 4.67%
5 Financials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.64M 0.23%
9,261
+1,840
102
$1.63M 0.23%
7,671
-176
103
$1.6M 0.22%
4,520
-298
104
$1.58M 0.22%
22,057
+147
105
$1.56M 0.22%
28,125
-7,068
106
$1.54M 0.22%
16,001
+88
107
$1.53M 0.21%
6,522
-309
108
$1.49M 0.21%
4,343
+206
109
$1.49M 0.21%
10,182
+767
110
$1.48M 0.21%
66,202
+30,683
111
$1.46M 0.2%
11,282
+343
112
$1.45M 0.2%
12,092
+1,092
113
$1.42M 0.2%
27,572
-10,103
114
$1.41M 0.2%
20,610
+3,425
115
$1.4M 0.2%
34,413
+6,672
116
$1.4M 0.2%
27,094
-24,529
117
$1.39M 0.2%
30,000
118
$1.38M 0.19%
20,197
+595
119
$1.37M 0.19%
9,002
+299
120
$1.37M 0.19%
11,457
-3,804
121
$1.34M 0.19%
+11,581
122
$1.32M 0.19%
1,428
+66
123
$1.32M 0.19%
6,802
-1,202
124
$1.32M 0.19%
49,750
-392
125
$1.3M 0.18%
41,756
+916
3 4
5
6 7