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
$214M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.87M
3
+$1.34M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.09M
5
IDU icon
iShares US Utilities ETF
IDU
+$1.06M

Top Sells

1
+$3.31M
2
+$1.29M
3
+$951K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$858K
5
HPQ icon
HP
HPQ
+$794K

Sector Composition

1 Industrials 10.41%
2 Financials 10.11%
3 Energy 7.32%
4 Consumer Staples 6.64%
5 Healthcare 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$436K 0.2%
26,403
+3,582
127
$427K 0.2%
10,820
+837
128
$426K 0.2%
13,789
-816
129
$424K 0.2%
5,118
-49
130
$424K 0.2%
12,324
-27,630
131
$422K 0.2%
5,330
-637
132
$419K 0.2%
3,925
+150
133
$403K 0.19%
10,406
+1,338
134
$403K 0.19%
3,227
-358
135
$402K 0.19%
7,653
+149
136
$399K 0.19%
+6,140
137
$398K 0.19%
3,324
+65
138
$390K 0.18%
9,900
139
$384K 0.18%
8,472
+3,602
140
$382K 0.18%
6,143
+1,033
141
$379K 0.18%
7,827
+503
142
$376K 0.18%
3,415
143
$376K 0.18%
1,491
+449
144
$374K 0.17%
2,955
+29
145
$371K 0.17%
1,808
-667
146
$369K 0.17%
5,558
+501
147
$368K 0.17%
22,680
-1,140
148
$352K 0.16%
9,965
+2,474
149
$350K 0.16%
11,508
-854
150
$346K 0.16%
14,371
+2,475
4 5
6
7 8