HBT
Hills Bank & Trust Portfolio holdings
AUM $1.59B
1-Year Return
11.43%
This Quarter Return
+13.43%
1 Year Return
+11.43%
3 Year Return
+55.09%
5 Year Return
+99.98%
10 Year Return
+219.96%
AUM
$572M
AUM Growth
+$61.2M
(+12%)
Cap. Flow
-$1.6M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
43.83%
Holding
241
New
14
Increased
48
Reduced
104
Closed
5
Top Buys
| 1 |
Cboe Global Markets
CBOE
|
+$1.39M |
| 2 |
Morgan Stanley
MS
|
+$857K |
| 3 |
Guidewire Software
GWRE
|
+$413K |
| 4 |
Duke Energy
DUK
|
+$387K |
| 5 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
+$286K |
Top Sells
| 1 |
Apple
AAPL
|
+$801K |
| 2 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$671K |
| 3 |
Procter & Gamble
PG
|
+$668K |
| 4 |
Starbucks
SBUX
|
+$642K |
| 5 |
Markel Group
MKL
|
+$383K |
Sector Composition
| 1 | Technology | 15.78% |
| 2 | Financials | 9.74% |
| 3 | Healthcare | 9.44% |
| 4 | Industrials | 7.96% |
| 5 | Consumer Discretionary | 7.71% |
