HBT
Hills Bank & Trust Portfolio holdings
AUM
$1.59B
1-Year Return
11.43%
This Quarter Return
+0.21%
1 Year Return
+11.43%
3 Year Return
+55.09%
5 Year Return
+99.98%
10 Year Return
+219.96%
AUM
$662M
AUM Growth
+$2.5M
(+0.38%)
Cap. Flow
+$2.87M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
45.12%
Holding
266
New
11
Increased
97
Reduced
78
Closed
11
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$830K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$683K |
| 3 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$644K |
| 4 |
Edwards Lifesciences
EW
|
$555K |
| 5 |
AstraZeneca
AZN
|
$542K |
Top Sells
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$785K |
| 2 |
GE Aerospace
GE
|
$667K |
| 3 |
Allstate
ALL
|
$539K |
| 4 |
Roper Technologies
ROP
|
$491K |
| 5 |
XLNX
Xilinx Inc
XLNX
|
$428K |
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Financials | 9.45% |
| 3 | Healthcare | 8.95% |
| 4 | Industrials | 7.02% |
| 5 | Consumer Discretionary | 6.98% |
