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
CDNS icon
176
Cadence Design Systems
CDNS
$86B
$723K 0.05%
2,347
+1,229
SCHB icon
177
Schwab US Broad Market ETF
SCHB
$37.4B
$715K 0.05%
30,000
DUK icon
178
Duke Energy
DUK
$96.1B
$713K 0.04%
6,039
-182
BIIB icon
179
Biogen
BIIB
$24.2B
$702K 0.04%
5,586
+829
GEV icon
180
GE Vernova
GEV
$151B
$689K 0.04%
1,303
+98
HTLD icon
181
Heartland Express
HTLD
$589M
$688K 0.04%
79,599
+6,071
HAL icon
182
Halliburton
HAL
$22.7B
$680K 0.04%
33,370
-5,363
CI icon
183
Cigna
CI
$72.4B
$634K 0.04%
1,918
-39
FDX icon
184
FedEx
FDX
$63.1B
$629K 0.04%
2,768
+233
IVV icon
185
iShares Core S&P 500 ETF
IVV
$667B
$626K 0.04%
1,008
-113
CTSH icon
186
Cognizant
CTSH
$35.5B
$618K 0.04%
7,922
IEFA icon
187
iShares Core MSCI EAFE ETF
IEFA
$158B
$583K 0.04%
6,978
+1,861
MIDD icon
188
Middleby
MIDD
$6.02B
$582K 0.04%
4,042
XLP icon
189
Consumers Staples Select Sector SPDR Fund
XLP
$15.2B
$581K 0.04%
7,174
-4,433
CAT icon
190
Caterpillar
CAT
$259B
$570K 0.04%
1,467
+218
FTAI icon
191
FTAI Aviation
FTAI
$15.7B
$545K 0.03%
4,741
-2,861
MSI icon
192
Motorola Solutions
MSI
$63.9B
$539K 0.03%
1,281
+684
AVGO icon
193
Broadcom
AVGO
$1.61T
$529K 0.03%
+1,918
MUB icon
194
iShares National Muni Bond ETF
MUB
$40.2B
$513K 0.03%
4,911
COP icon
195
ConocoPhillips
COP
$110B
$498K 0.03%
5,550
-105
AMP icon
196
Ameriprise Financial
AMP
$42.7B
$497K 0.03%
931
ROP icon
197
Roper Technologies
ROP
$48.2B
$493K 0.03%
869
-62
TYL icon
198
Tyler Technologies
TYL
$20.1B
$480K 0.03%
809
-59
ES icon
199
Eversource Energy
ES
$27.6B
$477K 0.03%
7,490
CARR icon
200
Carrier Global
CARR
$46.5B
$454K 0.03%
6,197
+3,409
6 7
8
9 10