HBT

Hills Bank & Trust Portfolio holdings

AUM $2.07B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$251M
2
+$94.1M
3
+$29M
4
FTRB icon
Federated Hermes Total Return Bond ETF
FTRB
+$5.2M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.98M

Top Sells

1
+$20.4M
2
+$1.95M
3
+$1.65M
4
MSFT icon
Microsoft
MSFT
+$1.53M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.38M

Sector Composition

1 Technology 7.09%
2 Financials 3.34%
3 Industrials 2.93%
4 Healthcare 2.34%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMP icon
226
Ameriprise Financial
AMP
$42.1B
$414K 0.02%
932
EW icon
227
Edwards Lifesciences
EW
$48.4B
$407K 0.02%
5,086
EAGG icon
228
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.68B
$407K 0.02%
8,560
+312
CSGP icon
229
CoStar Group
CSGP
$14.6B
$381K 0.02%
9,434
-70
IBMS
230
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$279M
$377K 0.02%
14,602
+7,834
TPR icon
231
Tapestry
TPR
$28.9B
$372K 0.02%
2,635
-1,179
YUM icon
232
Yum! Brands
YUM
$43.7B
$369K 0.02%
2,375
-5
TYL icon
233
Tyler Technologies
TYL
$14.2B
$363K 0.02%
1,061
COF icon
234
Capital One
COF
$122B
$362K 0.02%
1,987
-23
PBE icon
235
Invesco Biotechnology & Genome ETF
PBE
$249M
$361K 0.02%
4,559
PCOR icon
236
Procore
PCOR
$8.95B
$361K 0.02%
6,330
+126
KNSL icon
237
Kinsale Capital Group
KNSL
$7.19B
$360K 0.02%
1,054
-19
EFIV icon
238
State Street SPDR S&P 500 ESG ETF
EFIV
$1.01B
$355K 0.02%
5,621
-465
COP icon
239
ConocoPhillips
COP
$150B
$354K 0.02%
2,682
XOEX
240
Xtrackers S&P 100 Ex Top 20 ETF
XOEX
$177M
$353K 0.02%
9,948
-643
LMT icon
241
Lockheed Martin
LMT
$118B
$349K 0.02%
578
FEDM icon
242
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
$78M
$349K 0.02%
5,971
+1,333
MU icon
243
Micron Technology
MU
$611B
$347K 0.02%
1,026
+589
SHW icon
244
Sherwin-Williams
SHW
$78.7B
$339K 0.02%
1,056
-24
ESML icon
245
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.34B
$336K 0.02%
7,149
IBDU icon
246
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.7B
$336K 0.02%
+14,430
MMM icon
247
3M
MMM
$74.3B
$331K 0.02%
2,277
VIG icon
248
Vanguard Dividend Appreciation ETF
VIG
$105B
$329K 0.02%
1,531
FDX icon
249
FedEx
FDX
$93.9B
$326K 0.02%
914
-6
PYPL icon
250
PayPal
PYPL
$45.4B
$321K 0.02%
7,090
-5,534
8 9
10
11 12