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
$516M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.95M
3
+$7.79M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.82M
5
GLD icon
SPDR Gold Trust
GLD
+$3.09M

Top Sells

1
+$8.7M
2
+$6.81M
3
+$6.32M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.86M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.63M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.81%
3 Financials 5.17%
4 Industrials 5.03%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$988K 0.19%
8,783
+563
127
$976K 0.19%
16,748
+1,880
128
$967K 0.18%
9,480
-45
129
$962K 0.18%
11,191
+2,299
130
$959K 0.18%
23,263
+7,693
131
$956K 0.18%
32,794
+1,736
132
$927K 0.18%
6,738
-4,600
133
$925K 0.18%
17,137
+3,106
134
$916K 0.17%
7,642
+736
135
$915K 0.17%
5,263
+983
136
$900K 0.17%
16,875
+1,604
137
$884K 0.17%
16,995
-225
138
$876K 0.17%
60,580
+7,015
139
$862K 0.16%
439
+23
140
$838K 0.16%
9,246
+2,106
141
$830K 0.16%
+31,540
142
$825K 0.16%
+18,671
143
$816K 0.15%
55,768
-2,729
144
$815K 0.15%
33,776
+56
145
$811K 0.15%
27,352
+423
146
$803K 0.15%
31,720
-442
147
$801K 0.15%
9,054
+1,230
148
$781K 0.15%
7,538
+46
149
$775K 0.15%
2,689
+306
150
$775K 0.15%
48,654
+10,628
4 5
6
7 8