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
$911M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.6M
3
+$10M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.05M
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$7.02M

Top Sells

1
+$16.2M
2
+$10.2M
3
+$8.81M
4
IYT icon
iShares US Transportation ETF
IYT
+$8.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.42M

Sector Composition

1 Technology 13.29%
2 Financials 5.31%
3 Healthcare 5.17%
4 Consumer Discretionary 4.92%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.22M 0.13%
107,970
-7,059
152
$1.22M 0.13%
51,321
-174,275
153
$1.21M 0.13%
10,987
-508
154
$1.2M 0.13%
13,963
-587
155
$1.2M 0.13%
+11,749
156
$1.2M 0.13%
4,989
+1,115
157
$1.2M 0.13%
38,441
+12,767
158
$1.2M 0.13%
12,364
-15,238
159
$1.19M 0.13%
+314,400
160
$1.17M 0.13%
18,935
+2,983
161
$1.17M 0.13%
17,217
-903
162
$1.16M 0.13%
2,725
+147
163
$1.14M 0.13%
6,817
+226
164
$1.14M 0.12%
10,309
+5,867
165
$1.14M 0.12%
11,638
-18,427
166
$1.14M 0.12%
80,281
+25,884
167
$1.12M 0.12%
+26,100
168
$1.12M 0.12%
6,732
-146
169
$1.12M 0.12%
2,966
+1,874
170
$1.12M 0.12%
6,913
-1,651
171
$1.11M 0.12%
13,562
+1,310
172
$1.11M 0.12%
13,429
+3,954
173
$1.08M 0.12%
7,515
+876
174
$1.08M 0.12%
21,097
-5,082
175
$1.08M 0.12%
20,242
+3,052
5 6
7
8 9