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
$1.42B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$25.2M
3
+$5.21M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.68M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.38M

Top Sells

1
+$787K
2
+$558K
3
+$537K
4
MKL icon
Markel Group
MKL
+$456K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 10.11%
2 Financials 5.6%
3 Industrials 4.23%
4 Healthcare 3.62%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 0.98%
291,867
+25,418
27
$13.1M 0.92%
299,190
+27,781
28
$12.9M 0.91%
67,589
+383
29
$11.7M 0.82%
31,952
-449
30
$10.3M 0.73%
156,714
+71,097
31
$9.61M 0.68%
17,538
+158
32
$9.6M 0.68%
43,485
-2,021
33
$9.32M 0.66%
54,030
-996
34
$8.57M 0.6%
339,113
+1,857
35
$8.46M 0.6%
8,945
+116
36
$8.37M 0.59%
330,765
+1,982
37
$8.32M 0.59%
325,445
+1,413
38
$7.91M 0.56%
295,762
+2,398
39
$7.8M 0.55%
13,526
+87
40
$7.35M 0.52%
340,704
+13,576
41
$7.29M 0.51%
320,730
+11,380
42
$7.21M 0.51%
42,270
-495
43
$7.21M 0.51%
23,091
-180
44
$6.73M 0.47%
159,362
-50
45
$6.43M 0.45%
12,513
+261
46
$6.2M 0.44%
59,322
-830
47
$6.12M 0.43%
24,687
-918
48
$5.66M 0.4%
42,680
-282
49
$5.59M 0.39%
11,230
-34
50
$5.46M 0.38%
45,880
+990
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