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
51
$703K 0.34%
22,000
52
$682K 0.33%
4
53
$653K 0.32%
13,986
-364
54
$610K 0.3%
5,021
-25
55
$573K 0.28%
4,965
56
$519K 0.25%
6,380
57
$511K 0.25%
20,624
58
$503K 0.24%
12,250
+100
59
$479K 0.23%
6,350
60
$443K 0.22%
10,236
-15
61
$411K 0.2%
6,464
62
$407K 0.2%
5,850
63
$384K 0.19%
4,942
-304
64
$377K 0.18%
10,550
65
$308K 0.15%
3,565
66
$298K 0.15%
3,379
67
$292K 0.14%
11,823
68
$285K 0.14%
9,200
-100
69
$284K 0.14%
10,392
-3,171
70
$282K 0.14%
5,481
-69
71
$277K 0.13%
4,155
72
$277K 0.13%
26,036
-3,945
73
$261K 0.13%
3,500
-50
74
$257K 0.13%
2,025
75
$249K 0.12%
12,448
1 2
3
4