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
201
$513K 0.1%
9,804
+1,358
202
$508K 0.1%
18,138
+82
203
$508K 0.1%
+6,301
204
$505K 0.1%
2,062
+720
205
$497K 0.09%
21,530
+300
206
$493K 0.09%
5,678
+641
207
$491K 0.09%
24,373
+2,970
208
$490K 0.09%
10,997
-172
209
$490K 0.09%
5,527
-44
210
$487K 0.09%
6,113
+438
211
$486K 0.09%
+11,943
212
$485K 0.09%
3,939
-99
213
$481K 0.09%
2,503
+242
214
$481K 0.09%
+32,700
215
$480K 0.09%
2,972
+19
216
$480K 0.09%
4,172
+194
217
$479K 0.09%
5,113
-425
218
$475K 0.09%
28,067
-75
219
$467K 0.09%
1,688
-986
220
$467K 0.09%
+16,575
221
$466K 0.09%
2,235
+195
222
$464K 0.09%
15,079
-4,006
223
$462K 0.09%
3,829
-196
224
$448K 0.09%
14,390
-710
225
$444K 0.08%
+12,800
7 8
9
10 11