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
51
$5.45M 0.38%
38,983
+458
52
$5.26M 0.37%
14,999
-183
53
$5.17M 0.36%
31,193
-530
54
$4.97M 0.35%
33,179
-579
55
$4.89M 0.34%
29,207
+30
56
$4.84M 0.34%
22,233
-746
57
$4.81M 0.34%
39,494
+100
58
$4.79M 0.34%
17,861
+135
59
$4.31M 0.3%
85,776
+1,348
60
$3.99M 0.28%
5
61
$3.96M 0.28%
14,402
-163
62
$3.74M 0.26%
55,222
-37
63
$3.73M 0.26%
58,776
-899
64
$3.69M 0.26%
18,015
+53
65
$3.39M 0.24%
7,232
-59
66
$3.33M 0.23%
49,075
+349
67
$3.26M 0.23%
3,305
-121
68
$3.14M 0.22%
50,894
-491
69
$3.11M 0.22%
13,141
+146
70
$2.89M 0.2%
4,244
-80
71
$2.85M 0.2%
44,247
+100
72
$2.85M 0.2%
5,345
+15
73
$2.84M 0.2%
11,440
-886
74
$2.83M 0.2%
7,374
+75
75
$2.82M 0.2%
8,901
-52
1 2
3
4 5