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
76
$2.72M 0.19%
24,049
-321
77
$2.67M 0.19%
27,030
-580
78
$2.66M 0.19%
37,173
+87
79
$2.64M 0.19%
5,335
-83
80
$2.64M 0.19%
11,675
81
$2.64M 0.19%
3,194
-220
82
$2.61M 0.18%
5,141
-30
83
$2.61M 0.18%
70,746
-255
84
$2.58M 0.18%
10,589
+236
85
$2.56M 0.18%
9,427
+7,377
86
$2.27M 0.16%
26,455
-1,721
87
$2.27M 0.16%
10,724
+137
88
$2.19M 0.15%
35,894
+10
89
$2.18M 0.15%
1,023,628
-4,202
90
$2.13M 0.15%
12,342
+474
91
$2.06M 0.14%
14,731
+198
92
$2.05M 0.14%
7,366
+150
93
$2.04M 0.14%
83,441
+12,790
94
$2.04M 0.14%
15,887
+20
95
$2M 0.14%
8,742
+45
96
$2M 0.14%
12,467
+110
97
$1.99M 0.14%
33,893
+6,729
98
$1.96M 0.14%
7,188
+139
99
$1.94M 0.14%
14,050
-639
100
$1.92M 0.14%
9,518
+218
2 3
4
5 6