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
$1.7B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$9.82M
3
+$6.71M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.07M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.9M

Top Sells

1
+$27.2M
2
+$15.1M
3
+$6.74M
4
USB icon
US Bancorp
USB
+$4.31M
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
HAL icon
251
Halliburton
HAL
$23.9B
$248K 0.01%
10,062
-23,308
FDX icon
252
FedEx
FDX
$66.4B
$245K 0.01%
1,038
-1,730
EEM icon
253
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$239K 0.01%
4,479
IVE icon
254
iShares S&P 500 Value ETF
IVE
$48B
$238K 0.01%
1,153
-77
MRK icon
255
Merck
MRK
$248B
$234K 0.01%
2,789
AGG icon
256
iShares Core US Aggregate Bond ETF
AGG
$134B
$231K 0.01%
2,307
+26
DOV icon
257
Dover
DOV
$27.6B
$225K 0.01%
1,350
JPST icon
258
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$216K 0.01%
4,252
DVY icon
259
iShares Select Dividend ETF
DVY
$21.3B
$215K 0.01%
1,510
-229
FTV icon
260
Fortive
FTV
$17.5B
$198K 0.01%
4,044
-150
IWP icon
261
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$197K 0.01%
1,383
AEP icon
262
American Electric Power
AEP
$61.9B
$197K 0.01%
1,748
CASY icon
263
Casey's General Stores
CASY
$20.3B
$192K 0.01%
339
AMGN icon
264
Amgen
AMGN
$175B
$189K 0.01%
671
BAH icon
265
Booz Allen Hamilton
BAH
$11.1B
$185K 0.01%
1,848
-43
EXPD icon
266
Expeditors International
EXPD
$20.4B
$183K 0.01%
1,495
JMST icon
267
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.67B
$182K 0.01%
3,574
NVS icon
268
Novartis
NVS
$259B
$181K 0.01%
1,412
WM icon
269
Waste Management
WM
$87.9B
$177K 0.01%
800
SPDW icon
270
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.4B
$174K 0.01%
4,055
BP icon
271
BP
BP
$89.8B
$172K 0.01%
4,988
CTAS icon
272
Cintas
CTAS
$75.6B
$170K 0.01%
830
-50
MOFG icon
273
MidWestOne Financial Group
MOFG
$860M
$167K 0.01%
5,920
SUSB icon
274
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.05B
$166K 0.01%
6,555
+978
IBDT icon
275
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.34B
$165K 0.01%
6,457
9 10
11
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