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
76
$1.38M 0.2%
5,153
+280
77
$1.37M 0.2%
34,302
+2,570
78
$1.35M 0.2%
31,088
+2,558
79
$1.34M 0.2%
27,392
-465
80
$1.33M 0.2%
5,901
-262
81
$1.32M 0.19%
16,710
-280
82
$1.29M 0.19%
12,312
-694
83
$1.25M 0.18%
17,560
-20
84
$1.24M 0.18%
22,066
+751
85
$1.23M 0.18%
5,785
+500
86
$1.19M 0.18%
9,576
-1,218
87
$1.18M 0.17%
6,363
88
$1.14M 0.17%
16,827
89
$1.12M 0.16%
9,221
+379
90
$1.04M 0.15%
9,278
91
$1.02M 0.15%
16,719
-2,878
92
$1.01M 0.15%
26,654
-300
93
$991K 0.15%
6,285
94
$971K 0.14%
14,379
+900
95
$969K 0.14%
3,765
-692
96
$964K 0.14%
889
-341
97
$933K 0.14%
6,696
+1,368
98
$906K 0.13%
63,365
99
$902K 0.13%
1,639
+83
100
$885K 0.13%
5,193
-22
2 3
4
5 6