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
151
$1.06M 0.14%
26,459
-266
152
$1.06M 0.14%
91,741
-1,394
153
$1.05M 0.13%
38,745
-660
154
$1M 0.13%
2,981
-281
155
$995K 0.13%
29,872
-601
156
$984K 0.13%
87,446
+780
157
$981K 0.13%
11,705
-288
158
$981K 0.13%
13,774
-267
159
$979K 0.13%
19,455
-25
160
$975K 0.13%
2,506
+6
161
$974K 0.12%
+19,964
162
$973K 0.12%
12,525
+541
163
$972K 0.12%
22,107
-155
164
$971K 0.12%
6,478
+1,710
165
$953K 0.12%
4,783
-714
166
$949K 0.12%
29,709
+1,695
167
$947K 0.12%
20,632
-314
168
$938K 0.12%
14,281
+1,869
169
$935K 0.12%
14,743
+741
170
$935K 0.12%
464
-301
171
$934K 0.12%
11,455
+231
172
$933K 0.12%
8,268
-36
173
$901K 0.12%
7,801
+636
174
$895K 0.11%
22,885
+1,855
175
$890K 0.11%
92,029
+19,630
5 6
7
8 9