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
$1.42B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$25.2M
3
+$5.21M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.68M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.38M

Top Sells

1
+$787K
2
+$558K
3
+$537K
4
MKL icon
Markel Group
MKL
+$456K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 10.11%
2 Financials 5.6%
3 Industrials 4.23%
4 Healthcare 3.62%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
201
iShares Core MSCI EAFE ETF
IEFA
$159B
$387K 0.03%
5,117
MANH icon
202
Manhattan Associates
MANH
$11.4B
$380K 0.03%
2,194
+568
TEAM icon
203
Atlassian
TEAM
$43.4B
$379K 0.03%
1,787
SHW icon
204
Sherwin-Williams
SHW
$83.5B
$379K 0.03%
1,084
GEV icon
205
GE Vernova
GEV
$159B
$368K 0.03%
1,205
-22
SU icon
206
Suncor Energy
SU
$48.6B
$367K 0.03%
9,471
VIG icon
207
Vanguard Dividend Appreciation ETF
VIG
$99.6B
$366K 0.03%
1,887
+77
VRSK icon
208
Verisk Analytics
VRSK
$32.8B
$360K 0.03%
1,208
-750
EW icon
209
Edwards Lifesciences
EW
$44.7B
$351K 0.02%
4,846
RSP icon
210
Invesco S&P 500 Equal Weight ETF
RSP
$75.5B
$342K 0.02%
1,977
-286
GIS icon
211
General Mills
GIS
$25.5B
$340K 0.02%
5,679
+1,564
BAC icon
212
Bank of America
BAC
$388B
$339K 0.02%
8,131
+550
PBE icon
213
Invesco Biotechnology & Genome ETF
PBE
$233M
$331K 0.02%
5,217
-960
WST icon
214
West Pharmaceutical
WST
$20.9B
$330K 0.02%
1,476
HHH icon
215
Howard Hughes
HHH
$4.86B
$328K 0.02%
4,421
MMM icon
216
3M
MMM
$90B
$326K 0.02%
2,218
FTV icon
217
Fortive
FTV
$16.7B
$311K 0.02%
4,254
IJH icon
218
iShares Core S&P Mid-Cap ETF
IJH
$102B
$307K 0.02%
5,255
+7
POOL icon
219
Pool Corp
POOL
$10.9B
$296K 0.02%
930
MO icon
220
Altria Group
MO
$107B
$295K 0.02%
4,907
+210
DFS
221
DELISTED
Discover Financial Services
DFS
$294K 0.02%
1,724
EAGG icon
222
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.22B
$294K 0.02%
6,185
+34
BP icon
223
BP
BP
$89.3B
$292K 0.02%
8,656
+2,604
SUB icon
224
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$285K 0.02%
2,702
CDNS icon
225
Cadence Design Systems
CDNS
$95.2B
$284K 0.02%
1,118
+150
7 8
9
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