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
$962M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$11.9M
3
+$10.3M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.09M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$7.21M

Top Sells

1
+$11.8M
2
+$11M
3
+$8.37M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.22M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.08M

Sector Composition

1 Technology 14.22%
2 Healthcare 5.81%
3 Financials 5.27%
4 Consumer Discretionary 5.16%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.13%
15,068
+55
152
$1.25M 0.13%
14,778
+1,216
153
$1.25M 0.13%
14,463
+500
154
$1.24M 0.13%
20,699
+9,158
155
$1.23M 0.13%
23,200
+2,958
156
$1.23M 0.13%
21,978
-29,763
157
$1.22M 0.13%
20,279
+482
158
$1.22M 0.13%
+22,172
159
$1.22M 0.13%
23,054
-2,460
160
$1.21M 0.13%
7,398
+581
161
$1.21M 0.13%
24,703
+11,666
162
$1.19M 0.12%
18,075
+6,988
163
$1.18M 0.12%
21,598
+890
164
$1.17M 0.12%
6,422
-310
165
$1.17M 0.12%
112,647
+4,677
166
$1.16M 0.12%
22,275
+1,453
167
$1.14M 0.12%
9,772
-1,215
168
$1.14M 0.12%
10,890
+1,000
169
$1.14M 0.12%
10,153
+456
170
$1.13M 0.12%
7,994
+43
171
$1.12M 0.12%
36,569
+1,640
172
$1.12M 0.12%
3,109
+325
173
$1.1M 0.11%
38,131
-1,723
174
$1.07M 0.11%
7,800
+30
175
$1.06M 0.11%
11,030
-1,810
5 6
7
8 9