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
$679M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$22.5M
3
+$14.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.76M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.67M

Top Sells

1
+$1.55M
2
+$468K
3
+$375K
4
LLY icon
Eli Lilly
LLY
+$371K
5
MKL icon
Markel Group
MKL
+$370K

Sector Composition

1 Technology 11.79%
2 Healthcare 7.47%
3 Financials 6.77%
4 Industrials 6%
5 Consumer Staples 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.6M 12.45%
236,753
+882
2
$51M 7.51%
126,910
+16,824
3
$48.8M 7.19%
684,770
+641,747
4
$34.6M 5.09%
920,339
+74,696
5
$24.5M 3.6%
549,980
+505,814
6
$23.2M 3.42%
638,597
+386,699
7
$21.7M 3.19%
156,904
+159
8
$20.5M 3.02%
235,274
+42,140
9
$19.5M 2.87%
83,568
+2,245
10
$16.9M 2.49%
134,142
-2,401
11
$13.8M 2.04%
143,951
+2,331
12
$10.2M 1.5%
442,394
-3,668
13
$9.68M 1.43%
35,071
+439
14
$9.27M 1.37%
165,574
-27,661
15
$9.18M 1.35%
183,226
+6,443
16
$8.45M 1.24%
231,673
+79,180
17
$7.78M 1.14%
68,808
+1,409
18
$7.44M 1.1%
45,525
-934
19
$6.73M 0.99%
64,411
+1,053
20
$6.72M 0.99%
13,253
-228
21
$6.44M 0.95%
39,430
-199
22
$6.32M 0.93%
163,467
+26,168
23
$5.81M 0.86%
25,168
-30
24
$5.63M 0.83%
62,294
+912
25
$5.33M 0.79%
57,000
-906
1
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