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
$341M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$990K
3
+$398K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$333K
5
CCL icon
Carnival Corp
CCL
+$313K

Top Sells

1
+$1.59M
2
+$1.07M
3
+$387K
4
LNT icon
Alliant Energy
LNT
+$247K
5
CINF icon
Cincinnati Financial
CINF
+$226K

Sector Composition

1 Financials 10.93%
2 Healthcare 10.55%
3 Technology 9.51%
4 Industrials 7.42%
5 Consumer Discretionary 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.4M 17.1%
218,710
+1,248
2
$23.4M 6.86%
961,716
+16,327
3
$18.9M 5.54%
54,741
-136
4
$8.38M 2.46%
44,233
-720
5
$8.09M 2.37%
88,086
-1,719
6
$7.52M 2.2%
97,947
+2,258
7
$7.22M 2.12%
43,260
-718
8
$6.91M 2.02%
163,224
-4,216
9
$6.46M 1.89%
53,899
-350
10
$6.11M 1.79%
57,116
-154
11
$5.92M 1.74%
42,394
-1,028
12
$5.86M 1.72%
68,496
-1,352
13
$5.85M 1.72%
83,264
-3,133
14
$5.75M 1.69%
87,720
-1,170
15
$5.66M 1.66%
108,180
+760
16
$5.45M 1.6%
89,782
-893
17
$5.43M 1.59%
31,541
-434
18
$5.31M 1.56%
84,876
-35
19
$5.18M 1.52%
61,986
-317
20
$4.85M 1.42%
68,705
-207
21
$4.66M 1.36%
100,853
+3,340
22
$4.64M 1.36%
339,196
-3,260
23
$4.5M 1.32%
+135,155
24
$3.92M 1.15%
18,758
-396
25
$3.77M 1.11%
62,288
-912
1
2 3 4 5