HBT
Heartland Bank & Trust Portfolio holdings
AUM
$242M
1-Year Est. Return
25.04%
1 Year Est. Return
+25.04%
AUM
$213M
AUM Growth
+$18.6M
(+9.6%)
Holding
179
Top Buys
| 1 | +$1.38M | |
| 2 | +$1.25M | |
| 3 | +$961K | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$878K |
| 5 |
Lockheed Martin
LMT
|
+$876K |
Top Sells
| 1 | +$1.34M | |
| 2 | +$1.15M | |
| 3 | +$817K | |
| 4 |
Apple
AAPL
|
+$809K |
| 5 |
SLB Ltd
SLB
|
+$802K |
Sector Composition
| 1 | Technology | 27.99% |
| 2 | Financials | 10.37% |
| 3 | Communication Services | 8.81% |
| 4 | Healthcare | 8.06% |
| 5 | Consumer Discretionary | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Diamondback Energy
FANG
$42.5B
| – | – |
-1,762
|
|
||
177
CF Industries
CF
$13.1B
| – | – |
-2,968
|
|
||
178
CBRE Group
CBRE
$46.1B
| – | – |
-2,250
|
|
||
179
Air Products & Chemicals
APD
$58.7B
| – | – |
-1,676
|
|