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
$1.59B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$8.98M
3
+$8.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.85M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.2M

Top Sells

1
+$4.79M
2
+$3.18M
3
+$864K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$720K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$672K

Sector Composition

1 Technology 10.61%
2 Financials 5.23%
3 Industrials 4.01%
4 Healthcare 3.11%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
126
Advanced Micro Devices
AMD
$404B
$1.41M 0.09%
9,932
+1,564
BSMS icon
127
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$225M
$1.4M 0.09%
60,384
+18,037
VLTO icon
128
Veralto
VLTO
$24.5B
$1.4M 0.09%
13,869
-155
VMC icon
129
Vulcan Materials
VMC
$37.5B
$1.38M 0.09%
5,277
-399
QCOM icon
130
Qualcomm
QCOM
$187B
$1.34M 0.08%
8,431
-730
SLB icon
131
SLB Ltd
SLB
$54.2B
$1.33M 0.08%
39,265
+2,455
DCI icon
132
Donaldson
DCI
$10B
$1.32M 0.08%
19,056
-579
PYPL icon
133
PayPal
PYPL
$61.1B
$1.27M 0.08%
17,104
+1,612
GE icon
134
GE Aerospace
GE
$321B
$1.25M 0.08%
4,852
-363
ACN icon
135
Accenture
ACN
$154B
$1.24M 0.08%
4,134
+577
ALL icon
136
Allstate
ALL
$55.3B
$1.21M 0.08%
6,026
-74
PAYX icon
137
Paychex
PAYX
$40.2B
$1.17M 0.07%
8,035
-390
GSK icon
138
GSK
GSK
$96.7B
$1.16M 0.07%
30,320
+2,402
BSCP icon
139
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$1.16M 0.07%
56,218
+3,465
WFC icon
140
Wells Fargo
WFC
$266B
$1.15M 0.07%
14,300
+505
IBMR icon
141
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$295M
$1.12M 0.07%
44,380
+38,399
AXP icon
142
American Express
AXP
$251B
$1.11M 0.07%
3,487
VEEV icon
143
Veeva Systems
VEEV
$47.8B
$1.08M 0.07%
3,745
-83
FCX icon
144
Freeport-McMoran
FCX
$58.2B
$1.07M 0.07%
24,762
-707
SO icon
145
Southern Company
SO
$100B
$1.06M 0.07%
11,579
BSMV icon
146
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$123M
$1.04M 0.07%
+50,511
ABBV icon
147
AbbVie
ABBV
$411B
$1.04M 0.07%
5,587
-146
NOW icon
148
ServiceNow
NOW
$177B
$1.01M 0.06%
983
+321
TROW icon
149
T. Rowe Price
TROW
$22.6B
$1,000K 0.06%
10,358
-211
RTX icon
150
RTX Corp
RTX
$233B
$969K 0.06%
6,639
+2,092
4 5
6
7 8