HBT

Hills Bank & Trust Portfolio holdings

AUM $1.59B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.91M
3
+$1.51M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$1.43M
5
AXP icon
American Express
AXP
+$1.21M

Top Sells

1
+$1.43M
2
+$817K
3
+$705K
4
HD icon
Home Depot
HD
+$547K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$346K

Sector Composition

1 Healthcare 9.29%
2 Consumer Staples 8.65%
3 Technology 8.48%
4 Financials 8.34%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.09%
2,745
77
$248K 0.09%
2,964
-44
78
$242K 0.09%
4,246
79
$241K 0.09%
4,104
-15
80
$226K 0.08%
8,190
-275
81
$223K 0.08%
2,017
-84
82
$213K 0.08%
2,645
83
$211K 0.08%
+2,750
84
$211K 0.08%
+8,880
85
$208K 0.08%
+1,025
86
– –
-2,282
87
– –
-2,466
88
– –
-4,150
89
– –
-8,411
90
– –
-24,063
91
– –
-7,836
92
– –
-2,099
1 2 3
4