HBT
Hills Bank & Trust Portfolio holdings
AUM
$1.59B
1-Year Return
11.43%
This Quarter Return
+7.37%
1 Year Return
+11.43%
3 Year Return
+55.09%
5 Year Return
+99.98%
10 Year Return
+219.96%
AUM
$659M
AUM Growth
+$43.4M
(+7%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
44.73%
Holding
264
New
11
Increased
58
Reduced
92
Closed
9
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$963K |
| 3 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$738K |
| 4 |
Danaher
DHR
|
$684K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$598K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$934K |
| 2 |
Sun Life Financial
SLF
|
$708K |
| 3 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$570K |
| 4 |
XLNX
Xilinx Inc
XLNX
|
$352K |
| 5 |
ENV
ENVESTNET, INC.
ENV
|
$351K |
Sector Composition
| 1 | Technology | 14.78% |
| 2 | Financials | 9.55% |
| 3 | Healthcare | 8.74% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.07% |
