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
151
$355K 0.05%
988
152
$349K 0.05%
5,462
+25
153
$334K 0.05%
3,961
-714
154
$328K 0.05%
1,030
-10
155
$327K 0.05%
2,546
156
$327K 0.05%
3,079
-134
157
$326K 0.05%
1,550
158
$317K 0.05%
7,849
+2,467
159
$303K 0.04%
6,672
160
$302K 0.04%
783
-151
161
$298K 0.04%
11,200
162
$295K 0.04%
10,800
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163
$292K 0.04%
5,014
164
$284K 0.04%
1,968
-1,150
165
$284K 0.04%
1,289
-33
166
$284K 0.04%
+6,605
167
$284K 0.04%
1,238
168
$281K 0.04%
7,273
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169
$279K 0.04%
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170
$272K 0.04%
1,450
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171
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2,946
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172
$267K 0.04%
3,990
173
$262K 0.04%
2,445
-220
174
$256K 0.04%
3,128
-484
175
$254K 0.04%
+4,815
5 6
7
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