HH
Hilltop Holdings Portfolio holdings
AUM
$1.56B
1-Year Return
20.2%
This Quarter Return
+17.69%
1 Year Return
+20.2%
3 Year Return
+61.15%
5 Year Return
+116.33%
10 Year Return
+244.98%
AUM
$542M
AUM Growth
+$129M
(+31%)
Cap. Flow
+$73.7M
Cap. Flow
% of AUM
13.6%
Top 10 Holdings %
Top 10 Hldgs %
27.46%
Holding
424
New
85
Increased
156
Reduced
133
Closed
38
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$16.1M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$13M |
| 3 |
Apple
AAPL
|
$7.3M |
| 4 |
Microsoft
MSFT
|
$5.99M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$5.41M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$13.1M |
| 2 |
iShares MBS ETF
MBB
|
$6.21M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.65M |
| 4 |
SPDR Gold Trust
GLD
|
$4.43M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$3.59M |
Sector Composition
| 1 | Technology | 12.45% |
| 2 | Healthcare | 5.34% |
| 3 | Consumer Discretionary | 4.55% |
| 4 | Financials | 4.42% |
| 5 | Communication Services | 4.15% |
