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
$572M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$857K
3
+$413K
4
DUK icon
Duke Energy
DUK
+$387K
5
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$286K

Top Sells

1
+$801K
2
+$671K
3
+$668K
4
SBUX icon
Starbucks
SBUX
+$642K
5
MKL icon
Markel Group
MKL
+$383K

Sector Composition

1 Technology 15.78%
2 Financials 9.74%
3 Healthcare 9.44%
4 Industrials 7.96%
5 Consumer Discretionary 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.1M 15.04%
230,189
+177
2
$41.5M 7.25%
98,791
+160
3
$21.2M 3.7%
159,407
-6,040
4
$17.5M 3.06%
78,856
+106
5
$17.3M 3.02%
124,020
-4,804
6
$15.5M 2.7%
212,132
+249
7
$15.4M 2.69%
167,332
+685
8
$12.8M 2.24%
146,400
-920
9
$12.2M 2.13%
374,977
+8,778
10
$11.5M 2.01%
470,766
-2,550
11
$10.2M 1.78%
62,640
+900
12
$10.1M 1.77%
38,211
-169
13
$8.41M 1.47%
59,467
-116
14
$8.05M 1.41%
63,386
-844
15
$7.74M 1.35%
67,979
-1,340
16
$7.63M 1.33%
48,509
-72
17
$7.33M 1.28%
63,576
-485
18
$7.32M 1.28%
15,704
-670
19
$6.62M 1.16%
132,796
-644
20
$6.39M 1.12%
31,361
-702
21
$6.12M 1.07%
41,273
-395
22
$6.09M 1.06%
33,632
-729
23
$5.96M 1.04%
27,797
-246
24
$5.43M 0.95%
24,199
+221
25
$5.21M 0.91%
14,587
-24
1
2 3 4 5