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
$268M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.91M
3
+$1.51M
4
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$1.43M
5
AXP icon
American Express
AXP
+$1.21M

Top Sells

1
+$1.43M
2
+$817K
3
+$705K
4
HD icon
Home Depot
HD
+$547K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$346K

Sector Composition

1 Healthcare 9.29%
2 Consumer Staples 8.65%
3 Technology 8.48%
4 Financials 8.34%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 15.22%
197,390
+28,701
2
$28.6M 10.68%
103,083
+5,433
3
$13.3M 4.96%
544,104
+58,428
4
$11.7M 4.37%
182,270
-5,390
5
$9.56M 3.57%
123,179
+3,467
6
$8.57M 3.2%
104,564
-8,599
7
$5.91M 2.21%
61,829
-3,499
8
$5.57M 2.08%
49,051
-4,811
9
$5.24M 1.96%
505,364
+13,104
10
$5.08M 1.9%
50,502
+1,280
11
$5.01M 1.87%
84,888
+4,540
12
$4.95M 1.85%
101,487
+3,835
13
$4.87M 1.82%
50,149
-8,416
14
$4.06M 1.52%
74,617
+2,345
15
$4.03M 1.51%
101,534
+694
16
$3.99M 1.49%
79,538
+2,070
17
$3.72M 1.39%
43,797
-2,037
18
$3.61M 1.35%
44,541
+984
19
$3.6M 1.34%
88,493
+2,374
20
$3.44M 1.29%
69,604
+2,223
21
$3.44M 1.29%
46,781
+1,366
22
$3.43M 1.28%
41,751
+1,402
23
$3.4M 1.27%
54,505
+3,794
24
$3.35M 1.25%
107,584
+61,272
25
$3.29M 1.23%
33,780
+383
1
2 3 4