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
$205M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.17M
3
+$696K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$509K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$415K

Top Sells

1
+$395K
2
+$378K
3
+$204K
4
MSFT icon
Microsoft
MSFT
+$203K
5
JPM icon
JPMorgan Chase
JPM
+$201K

Sector Composition

1 Consumer Staples 9.86%
2 Industrials 9.42%
3 Technology 8.12%
4 Financials 7.82%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.18%
37,713
+2,141
27
$2.18M 1.06%
33,107
-190
28
$2.17M 1.06%
92,453
+4,859
29
$2.14M 1.04%
58,885
+650
30
$2.12M 1.03%
82,990
-1,340
31
$2.07M 1.01%
56,656
+19,025
32
$2.04M 0.99%
54,688
+1,515
33
$1.95M 0.95%
51,684
+435
34
$1.88M 0.91%
20,379
-135
35
$1.83M 0.89%
42,254
-465
36
$1.77M 0.86%
25,795
-5
37
$1.72M 0.84%
27,185
+176
38
$1.54M 0.75%
88,020
39
$1.45M 0.7%
30,213
-22
40
$1.4M 0.68%
27,147
-3,893
41
$1.34M 0.65%
13,697
+108
42
$1.31M 0.64%
16,070
+148
43
$1.31M 0.64%
21,969
+2,163
44
$1.29M 0.63%
3,070
+38
45
$1.26M 0.62%
33,868
+250
46
$1.2M 0.58%
34,214
+25
47
$894K 0.44%
22,056
+2,120
48
$871K 0.42%
7,611
-486
49
$807K 0.39%
47,376
+4,088
50
$806K 0.39%
13,040
1
2
3 4