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
$572M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$857K
3
+$413K
4
DUK icon
Duke Energy
DUK
+$387K
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$286K

Top Sells

1
+$801K
2
+$671K
3
+$668K
4
SBUX icon
Starbucks
SBUX
+$642K
5
MKL icon
Markel Group
MKL
+$383K

Sector Composition

1 Technology 15.78%
2 Financials 9.74%
3 Healthcare 9.44%
4 Industrials 7.96%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$597K 0.1%
3,750
127
$574K 0.1%
3,860
-36
128
$571K 0.1%
1,609
-71
129
$554K 0.1%
4,300
-25
130
$536K 0.09%
6,478
+83
131
$533K 0.09%
2,564
-10
132
$526K 0.09%
9,782
-60
133
$500K 0.09%
4,133
+110
134
$489K 0.09%
4,504
135
$468K 0.08%
5,999
-111
136
$454K 0.08%
4,975
137
$448K 0.08%
6,598
138
$419K 0.07%
5,228
-270
139
$419K 0.07%
2,862
-20
140
$413K 0.07%
+3,209
141
$412K 0.07%
9,275
-10
142
$412K 0.07%
2,264
-175
143
$401K 0.07%
18,500
+294
144
$389K 0.07%
5,489
-1,070
145
$387K 0.07%
1,040
146
$382K 0.07%
7,515
-375
147
$372K 0.07%
3,094
-2
148
$363K 0.06%
5,438
149
$361K 0.06%
4,795
150
$356K 0.06%
11,200
4 5
6
7 8