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
201
$175K 0.03%
777
202
$175K 0.03%
2,033
203
$174K 0.03%
1,333
-25
204
$173K 0.03%
2,155
205
$171K 0.03%
3,177
-390
206
$169K 0.02%
940
-70
207
$168K 0.02%
1,856
208
$166K 0.02%
1,007
-725
209
$157K 0.02%
1,350
210
$154K 0.02%
1,368
-388
211
$154K 0.02%
717
212
$151K 0.02%
913
-87
213
$151K 0.02%
1,099
214
$150K 0.02%
2,074
215
$149K 0.02%
1,000
216
$147K 0.02%
949
+200
217
$145K 0.02%
287
-95
218
$144K 0.02%
1,635
219
$143K 0.02%
+5,019
220
$142K 0.02%
2,170
221
$140K 0.02%
1,839
+10
222
$139K 0.02%
1,549
223
$134K 0.02%
1,704
+90
224
$128K 0.02%
800
225
$127K 0.02%
1,215
7 8
9
10 11