HBT

Hills Bank & Trust Portfolio holdings

AUM $1.7B
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$8.98M
3
+$8.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.85M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.2M

Top Sells

1
+$4.79M
2
+$3.18M
3
+$864K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$720K
5
MDY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HHH icon
226
Howard Hughes
HHH
$5.17B
$298K 0.02%
4,421
LMT icon
227
Lockheed Martin
LMT
$105B
$293K 0.02%
633
+23
ESML icon
228
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$290K 0.02%
7,028
IBTG icon
229
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$290K 0.02%
12,633
+437
SUB icon
230
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$287K 0.02%
2,702
URI icon
231
United Rentals
URI
$53.7B
$284K 0.02%
377
TSLA icon
232
Tesla
TSLA
$1.34T
$283K 0.02%
+890
TRMB icon
233
Trimble
TRMB
$18.3B
$282K 0.02%
3,710
-297
VTEB icon
234
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
$275K 0.02%
5,614
-9,275
POOL icon
235
Pool Corp
POOL
$9.16B
$271K 0.02%
930
EFIV icon
236
State Street SPDR S&P 500 ESG ETF
EFIV
$1.2B
$263K 0.02%
4,487
+1,301
DFAC icon
237
Dimensional US Core Equity 2 ETF
DFAC
$38.3B
$262K 0.02%
7,311
ROK icon
238
Rockwell Automation
ROK
$42.7B
$261K 0.02%
787
+70
SNPV icon
239
Xtrackers S&P 500 Value ESG ETF
SNPV
$7.56M
$258K 0.02%
7,860
+1,784
MO icon
240
Altria Group
MO
$97B
$258K 0.02%
4,399
-508
IBTH icon
241
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$250K 0.02%
11,136
+395
DOV icon
242
Dover
DOV
$25B
$247K 0.02%
1,350
-10
EBAY icon
243
eBay
EBAY
$38.2B
$244K 0.02%
3,283
-101
IVE icon
244
iShares S&P 500 Value ETF
IVE
$42.5B
$240K 0.02%
1,230
-109
DGX icon
245
Quest Diagnostics
DGX
$20.9B
$239K 0.02%
1,331
DVY icon
246
iShares Select Dividend ETF
DVY
$20.7B
$231K 0.01%
1,739
-131
QQQ icon
247
Invesco QQQ Trust
QQQ
$387B
$228K 0.01%
414
+2
AGG icon
248
iShares Core US Aggregate Bond ETF
AGG
$132B
$226K 0.01%
2,281
+41
MRK icon
249
Merck
MRK
$231B
$221K 0.01%
2,789
-47
FTV icon
250
Fortive
FTV
$16.5B
$219K 0.01%
4,194
-1,451
8 9
10
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