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
$679M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$22.5M
3
+$14.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.76M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.67M

Top Sells

1
+$1.55M
2
+$468K
3
+$375K
4
LLY icon
Eli Lilly
LLY
+$371K
5
MKL icon
Markel Group
MKL
+$370K

Sector Composition

1 Technology 11.79%
2 Healthcare 7.47%
3 Financials 6.77%
4 Industrials 6%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.31M 0.78%
24,721
+395
27
$5.26M 0.77%
29,126
+453
28
$5.12M 0.75%
53,659
+1,506
29
$5.07M 0.75%
22,140
-377
30
$4.84M 0.71%
58,196
+800
31
$4.72M 0.69%
16,596
+590
32
$4.43M 0.65%
50,725
+5,633
33
$4.31M 0.64%
355,420
+5,720
34
$4.19M 0.62%
29,181
+1,602
35
$4.16M 0.61%
50,776
+1,438
36
$4.04M 0.59%
41,709
+723
37
$3.96M 0.58%
8,382
+256
38
$3.67M 0.54%
91,155
+15,378
39
$3.6M 0.53%
10,776
+636
40
$3.41M 0.5%
19,175
-320
41
$3.23M 0.48%
125,383
+1,126
42
$3.01M 0.44%
68,890
-775
43
$3M 0.44%
42,265
+1,072
44
$2.81M 0.41%
29,771
+300
45
$2.8M 0.41%
12,985
+511
46
$2.69M 0.4%
25,701
+300
47
$2.64M 0.39%
12,610
+480
48
$2.57M 0.38%
46,862
+2,971
49
$2.57M 0.38%
41,301
+549
50
$2.39M 0.35%
16,609
+706
1
2
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