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
51
$2.38M 0.35%
44,972
-1,040
52
$2.2M 0.32%
43,095
-625
53
$2.19M 0.32%
32,208
-345
54
$2.18M 0.32%
16,103
+1,599
55
$2.12M 0.31%
9,566
56
$2.04M 0.3%
6,683
-120
57
$2.03M 0.3%
5
58
$2.03M 0.3%
25,910
+347
59
$1.99M 0.29%
67,719
+3,922
60
$1.93M 0.28%
3,945
+111
61
$1.92M 0.28%
5,927
-1,147
62
$1.88M 0.28%
16,636
-32
63
$1.87M 0.27%
6,168
-466
64
$1.84M 0.27%
61,100
+5,700
65
$1.76M 0.26%
15,726
+993
66
$1.72M 0.25%
14,490
+4,358
67
$1.69M 0.25%
9,030
68
$1.66M 0.24%
35,485
+1,927
69
$1.56M 0.23%
10,824
-2,102
70
$1.55M 0.23%
6,942
-529
71
$1.55M 0.23%
10,355
+674
72
$1.5M 0.22%
36,084
+1,103
73
$1.46M 0.22%
8,764
+333
74
$1.46M 0.21%
12,410
75
$1.38M 0.2%
10,214
-2,770
1 2
3
4 5