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
201
$729K 0.09%
5,859
-12
202
$728K 0.09%
26,803
+1,708
203
$724K 0.09%
6,954
+120
204
$714K 0.09%
16,590
-341
205
$708K 0.09%
2,958
-171
206
$706K 0.09%
11,379
+378
207
$706K 0.09%
14,109
208
$705K 0.09%
2,104
+19
209
$699K 0.09%
9,664
-498
210
$698K 0.09%
11,743
+3,278
211
$695K 0.09%
10,104
+45
212
$693K 0.09%
2,954
+15
213
$691K 0.09%
9,587
-361
214
$688K 0.09%
20,915
+355
215
$687K 0.09%
37,240
-364
216
$685K 0.09%
4,368
+113
217
$670K 0.09%
5,756
-429
218
$670K 0.09%
5,438
-2,047
219
$663K 0.09%
7,801
+116
220
$660K 0.08%
4,470
+134
221
$660K 0.08%
7,274
+47
222
$658K 0.08%
10,736
+415
223
$647K 0.08%
2,834
+166
224
$642K 0.08%
6,466
-175
225
$639K 0.08%
5,711
+1,767
7 8
9
10 11