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
$535M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$9.66M
3
+$3.52M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.23M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.59M

Top Sells

1
+$10.2M
2
+$7.64M
3
+$6.39M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.89M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.82M

Sector Composition

1 Technology 6.61%
2 Healthcare 5.83%
3 Financials 5.77%
4 Communication Services 4.85%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 3.6%
150,458
-24,186
2
$17.5M 3.28%
150,465
-54,788
3
$16.8M 3.14%
155,481
+13,945
4
$12.3M 2.3%
38,278
+7,689
5
$11.9M 2.22%
83,072
-9,032
6
$11.5M 2.16%
73,199
+8,431
7
$11.5M 2.16%
280,220
+234,660
8
$9.71M 1.81%
+96,373
9
$9.54M 1.78%
70,418
-43,498
10
$9.43M 1.76%
387,337
-109,257
11
$7.51M 1.4%
45,880
+15,811
12
$6.41M 1.2%
109,826
+21,471
13
$5.9M 1.1%
98,198
+58,577
14
$5.89M 1.1%
42,269
+12,894
15
$5.78M 1.08%
195,675
-6,677
16
$5.64M 1.05%
91,893
+5,793
17
$5.42M 1.01%
58,446
+8,694
18
$5.13M 0.96%
79,410
+11,964
19
$4.94M 0.92%
67,324
-139,228
20
$4.93M 0.92%
70,618
+6,001
21
$4.75M 0.89%
22,331
+4,943
22
$4.63M 0.86%
14,313
+1,068
23
$4.58M 0.86%
82,741
+575
24
$4.48M 0.84%
83,499
+2,219
25
$4.32M 0.81%
22,966
+1,361
1
2 3 4 5