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
$1.58B
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$5.25M
3
+$5M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$5M
5
CAFX
Congress Intermediate Bond ETF
CAFX
+$4.93M

Top Sells

1
+$8.23M
2
+$5.84M
3
+$5.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M
5
MBB icon
iShares MBS ETF
MBB
+$4.03M

Sector Composition

1 Technology 19.11%
2 Financials 10.42%
3 Healthcare 7.02%
4 Industrials 6.25%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.08M 0.13%
12,074
-1,821
177
$2.07M 0.13%
6,127
+5,150
178
$2.06M 0.13%
29,324
+2,692
179
$2.05M 0.13%
50,922
-1,098
180
$2.03M 0.13%
42,070
+3,326
181
$2.01M 0.13%
26,031
+11,527
182
$2M 0.13%
76,548
-19,916
183
$1.98M 0.13%
8,235
+415
184
$1.98M 0.13%
23,208
+3,226
185
$1.97M 0.12%
30,000
186
$1.96M 0.12%
33,271
-96
187
$1.95M 0.12%
9,427
+6,718
188
$1.94M 0.12%
38,463
-3,708
189
$1.94M 0.12%
66,331
+22,815
190
$1.93M 0.12%
21,723
+1,904
191
$1.93M 0.12%
19,195
+16,324
192
$1.92M 0.12%
72,308
+3,921
193
$1.89M 0.12%
21,207
-9,412
194
$1.88M 0.12%
16,268
+7,171
195
$1.88M 0.12%
57,531
+7,422
196
$1.87M 0.12%
6,445
-955
197
$1.86M 0.12%
60,677
-1,493
198
$1.86M 0.12%
22,734
-50,378
199
$1.86M 0.12%
27,693
+3,816
200
$1.85M 0.12%
14,710
+440
6 7
8
9 10