HBT

Hills Bank & Trust Portfolio holdings

AUM $1.59B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.34M
3
+$1.94M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$1.65M
5
CVS icon
CVS Health
CVS
+$1.39M

Top Sells

1
+$1.26M
2
+$1.25M
3
+$287K
4
NEE icon
NextEra Energy
NEE
+$266K
5
D icon
Dominion Energy
D
+$232K

Sector Composition

1 Consumer Staples 8.9%
2 Industrials 8.51%
3 Technology 8.28%
4 Healthcare 8.02%
5 Financials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.2M 13.35%
167,030
+13,955
2
$24.4M 10.43%
97,429
+2,965
3
$17.9M 7.64%
266,147
+18,820
4
$9.73M 4.16%
109,236
-749
5
$9.33M 3.99%
115,771
-675
6
$9.13M 3.9%
366,349
+66,005
7
$5.75M 2.46%
466,228
-2,760
8
$5.28M 2.26%
63,281
-310
9
$5.07M 2.17%
27,574
+174
10
$4.86M 2.08%
49,436
-1,350
11
$4.71M 2.01%
85,450
+16,530
12
$4.57M 1.95%
56,240
-1,480
13
$4.54M 1.94%
46,528
-354
14
$4.53M 1.94%
95,787
-850
15
$4.28M 1.83%
54,069
-335
16
$4.12M 1.76%
100,384
+971
17
$3.6M 1.54%
127,042
-5,040
18
$3.54M 1.51%
71,248
+1,232
19
$3.32M 1.42%
40,342
-800
20
$3.13M 1.34%
31,908
+505
21
$3M 1.28%
70,720
-655
22
$2.88M 1.23%
62,765
+150
23
$2.79M 1.19%
75,578
-2,114
24
$2.73M 1.17%
51,708
-275
25
$2.64M 1.13%
102,185
-48,392
1
2 3 4