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
126
$1.3M 0.09%
8,425
-418
127
$1.26M 0.09%
6,100
-522
128
$1.26M 0.09%
5,963
+66
129
$1.2M 0.08%
5,733
-150
130
$1.15M 0.08%
25,332
+2,592
131
$1.11M 0.08%
3,557
+302
132
$1.11M 0.08%
39,136
-2,107
133
$1.09M 0.08%
52,753
-74
134
$1.08M 0.08%
27,918
+1,234
135
$1.08M 0.08%
9,849
-19
136
$1.06M 0.07%
11,579
137
$1.04M 0.07%
5,215
+323
138
$1.03M 0.07%
17,497
+60
139
$1.02M 0.07%
13,619
+252
140
$1.01M 0.07%
15,492
+495
141
$990K 0.07%
13,795
+600
142
$983K 0.07%
38,733
+595
143
$981K 0.07%
42,347
+15,751
144
$971K 0.07%
10,569
-102
145
$964K 0.07%
25,469
+246
146
$961K 0.07%
16,977
+100
147
$948K 0.07%
11,607
-2,273
148
$938K 0.07%
3,487
-37
149
$916K 0.06%
8,237
150
$912K 0.06%
488
-244
4 5
6
7 8