HBT
Hills Bank & Trust Portfolio holdings
AUM
$1.59B
This Quarter Return
+5.75%
1 Year Return
+11.43%
3 Year Return
+55.09%
5 Year Return
+99.98%
10 Year Return
+219.96%
AUM
$1.32B
AUM Growth
+$1.32B
(+7.3%)
Cap. Flow
+$26.9M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
41.56%
Holding
305
New
19
Increased
73
Reduced
133
Closed
2
Top Buys
Top Sells
| 1 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$1.28M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$876K |
| 3 |
NVIDIA
NVDA
|
$871K |
| 4 |
Intuitive Surgical
ISRG
|
$786K |
| 5 |
Exxon Mobil
XOM
|
$668K |
Sector Composition
| 1 | Technology | 11.88% |
| 2 | Financials | 5.61% |
| 3 | Healthcare | 5.03% |
| 4 | Industrials | 4.42% |
| 5 | Consumer Discretionary | 3.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $103K | 0.01% |
+1,311
| New | +$103K |
|
302
C.H. Robinson
CHRW
$15.1B
| $101K | 0.01% |
+917
| New | +$101K |
|
303
Kinder Morgan
KMI
$59.1B
| $101K | 0.01% |
+4,558
| New | +$101K |
|
304
iShares Russell 1000 Growth ETF
IWF
$115B
| – | – |
-285
| Closed | -$104K |
|
305
CarMax
KMX
$8.99B
| – | – |
-5,602
| Closed | -$411K |
|