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
126
$551K 0.08%
4,300
127
$530K 0.08%
13,135
128
$514K 0.08%
8,712
-178
129
$501K 0.07%
+6,600
130
$497K 0.07%
3,669
+1,330
131
$494K 0.07%
5,312
-3,700
132
$494K 0.07%
2,386
133
$487K 0.07%
8,660
-1,050
134
$485K 0.07%
9,621
+2,272
135
$463K 0.07%
8,068
+160
136
$463K 0.07%
7,023
137
$454K 0.07%
1,382
+426
138
$452K 0.07%
1,693
+1,052
139
$442K 0.07%
10,310
+2,561
140
$438K 0.06%
2,806
+1,802
141
$429K 0.06%
5,332
142
$427K 0.06%
15,616
+9,644
143
$422K 0.06%
2,560
144
$420K 0.06%
30,000
145
$418K 0.06%
2,064
-14
146
$415K 0.06%
8,500
147
$409K 0.06%
11,112
-5,773
148
$409K 0.06%
8,909
-1,091
149
$400K 0.06%
4,846
150
$360K 0.05%
2,698
-100
4 5
6
7 8