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
101
$868K 0.13%
10,462
+2,430
102
$851K 0.13%
9,881
-182
103
$826K 0.12%
33,540
+5,682
104
$826K 0.12%
23,017
+2,542
105
$816K 0.12%
2,505
106
$806K 0.12%
3,319
-4
107
$741K 0.11%
3,802
-386
108
$732K 0.11%
12,213
109
$721K 0.11%
9,121
-292
110
$716K 0.11%
1,363
111
$714K 0.11%
11,275
-2,305
112
$681K 0.1%
8,139
+2,862
113
$654K 0.1%
15,114
-1,584
114
$646K 0.1%
2,696
-81
115
$637K 0.09%
9,143
-5
116
$637K 0.09%
27,255
-3,865
117
$623K 0.09%
4,644
-766
118
$621K 0.09%
2,319
119
$615K 0.09%
3,727
+2,607
120
$614K 0.09%
5,358
121
$602K 0.09%
2,186
+643
122
$582K 0.09%
7,943
-680
123
$566K 0.08%
2,037
-81
124
$560K 0.08%
7,188
125
$551K 0.08%
4,083
-50
3 4
5
6 7