HBT
Hills Bank & Trust Portfolio holdings
AUM
$1.59B
1-Year Return
11.43%
This Quarter Return
+6.94%
1 Year Return
+11.43%
3 Year Return
+55.09%
5 Year Return
+99.98%
10 Year Return
+219.96%
AUM
$1.59B
AUM Growth
+$166M
(+12%)
Cap. Flow
+$83.7M
Cap. Flow
% of AUM
5.28%
Top 10 Holdings %
Top 10 Hldgs %
43.33%
Holding
318
New
19
Increased
94
Reduced
145
Closed
5
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$31.9M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$8.98M |
| 3 |
Federated Hermes Total Return Bond ETF
FTRB
|
+$8.62M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$7.85M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.2M |
Top Sells
| 1 |
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
|
+$4.79M |
| 2 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$3.18M |
| 3 |
US Bancorp
USB
|
+$864K |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$720K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$672K |
Sector Composition
| 1 | Technology | 10.61% |
| 2 | Financials | 5.23% |
| 3 | Industrials | 4.01% |
| 4 | Healthcare | 3.11% |
| 5 | Consumer Discretionary | 3.09% |
