HBT

Hills Bank & Trust Portfolio holdings

AUM $1.59B
1-Year Est. Return 11.43%
This Quarter Est. Return
1 Year Est. Return
+11.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$22.5M
3
+$14.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.76M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.67M

Top Sells

1
+$1.55M
2
+$468K
3
+$375K
4
LLY icon
Eli Lilly
LLY
+$371K
5
MKL icon
Markel Group
MKL
+$370K

Sector Composition

1 Technology 11.79%
2 Healthcare 7.47%
3 Financials 6.77%
4 Industrials 6%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$125K 0.02%
2,980
227
$124K 0.02%
11,966
-8,942
228
$121K 0.02%
1,505
229
$120K 0.02%
1,682
230
$118K 0.02%
1,375
231
$113K 0.02%
2,454
-213
232
$113K 0.02%
420
233
$108K 0.02%
697
-1,550
234
$108K 0.02%
2,203
-125
235
$108K 0.02%
90
236
$108K 0.02%
1,663
237
$104K 0.02%
699
238
$101K 0.01%
+1,402
239
$100K 0.01%
+1,642
240
– –
-3,280
241
– –
-419
242
– –
-1,339
243
– –
-1,442
244
– –
-363
245
– –
-1,000
246
– –
-725
247
– –
-1,125
248
– –
-1,373
249
– –
-371
250
– –
-3,520
7 8 9
10
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