HBT

Hills Bank & Trust Portfolio holdings

AUM $1.72B
1-Year Est. Return 13.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$9.55M
3
+$6.58M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.91M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.68M

Top Sells

1
+$27.2M
2
+$14.9M
3
+$6.6M
4
USB icon
US Bancorp
USB
+$4.22M
5
ANSS
Ansys
ANSS
+$2.96M

Sector Composition

1 Technology 10.56%
2 Financials 4.66%
3 Industrials 3.89%
4 Healthcare 3.08%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URI icon
226
United Rentals
URI
$46.2B
$360K 0.02%
377
MMM icon
227
3M
MMM
$74.7B
$353K 0.02%
2,273
VIG icon
228
Vanguard Dividend Appreciation ETF
VIG
$97.1B
$336K 0.02%
1,558
-329
UBER icon
229
Uber
UBER
$141B
$329K 0.02%
3,358
XLP icon
230
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.8B
$326K 0.02%
4,163
-3,011
PBE icon
231
Invesco Biotechnology & Genome ETF
PBE
$237M
$325K 0.02%
4,647
-240
ESML icon
232
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.15B
$323K 0.02%
7,174
+146
CLX icon
233
Clorox
CLX
$12.3B
$313K 0.02%
2,542
-313
IBTG icon
234
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.36B
$311K 0.02%
13,542
+909
TEAM icon
235
Atlassian
TEAM
$17.2B
$305K 0.02%
1,911
+124
TRMB icon
236
Trimble
TRMB
$14.7B
$303K 0.02%
3,710
MO icon
237
Altria Group
MO
$111B
$291K 0.02%
4,399
EBAY icon
238
eBay
EBAY
$39.4B
$290K 0.02%
3,193
-90
LMT icon
239
Lockheed Martin
LMT
$142B
$289K 0.02%
578
-55
SUB icon
240
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$289K 0.02%
2,702
POOL icon
241
Pool Corp
POOL
$7.31B
$288K 0.02%
930
IBMT
242
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$80.6M
$285K 0.02%
+11,021
VTEB icon
243
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41B
$281K 0.02%
5,614
DFAC icon
244
Dimensional US Core Equity 2 ETF
DFAC
$39.3B
$277K 0.02%
7,176
-135
VRSK icon
245
Verisk Analytics
VRSK
$25.2B
$276K 0.02%
1,097
-10
ROK icon
246
Rockwell Automation
ROK
$39.5B
$275K 0.02%
787
IBTH icon
247
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.08B
$271K 0.02%
12,023
+887
COP icon
248
ConocoPhillips
COP
$164B
$254K 0.01%
2,682
-2,868
FEDM icon
249
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
$71.9M
$249K 0.01%
4,347
+1,843
DGX icon
250
Quest Diagnostics
DGX
$21.5B
$248K 0.01%
1,299
-32
8 9
10
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