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
$771M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.38M
3
+$6.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.06M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.02M

Top Sells

1
+$13.2M
2
+$7.26M
3
+$6.91M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.88M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Sector Composition

1 Technology 11.17%
2 Healthcare 5.96%
3 Financials 5.56%
4 Energy 5.06%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.8M 0.23%
12,096
-959
102
$1.8M 0.23%
6,836
+87
103
$1.75M 0.22%
14,530
+926
104
$1.7M 0.22%
23,863
-267
105
$1.69M 0.22%
21,290
-669
106
$1.69M 0.22%
27,196
-167
107
$1.67M 0.21%
27,184
+2,179
108
$1.65M 0.21%
9,519
+454
109
$1.6M 0.21%
22,277
-475
110
$1.6M 0.21%
8,375
+2,160
111
$1.59M 0.2%
65,791
-8,582
112
$1.59M 0.2%
17,633
-20,303
113
$1.56M 0.2%
13,246
-6
114
$1.55M 0.2%
5,839
-7,764
115
$1.55M 0.2%
6,283
-102
116
$1.55M 0.2%
30,000
-4,696
117
$1.5M 0.19%
15,010
-699
118
$1.5M 0.19%
6,390
-147
119
$1.49M 0.19%
9,524
+78
120
$1.49M 0.19%
101,960
+2,090
121
$1.49M 0.19%
+48,568
122
$1.48M 0.19%
26,974
-346
123
$1.47M 0.19%
30,901
-145,734
124
$1.45M 0.19%
14,384
+315
125
$1.43M 0.18%
2,604
-2,517
3 4
5
6 7