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
$861M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$20.8M
3
+$20.4M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$20M
5
BND icon
Vanguard Total Bond Market
BND
+$9.38M

Top Sells

1
+$4.77M
2
+$2.55M
3
+$2.52M
4
AAPL icon
Apple
AAPL
+$832K
5
MSFT icon
Microsoft
MSFT
+$762K

Sector Composition

1 Technology 12.29%
2 Financials 6.52%
3 Healthcare 5.58%
4 Industrials 5.32%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.5M 11.21%
225,703
-5,887
2
$64.8M 7.52%
141,818
+341
3
$40.8M 4.74%
1,009,235
+41,419
4
$34.8M 4.05%
796,503
+2,863
5
$29.9M 3.47%
1,253,290
+855,833
6
$26M 3.02%
1,048,010
+839,436
7
$25.4M 2.95%
80,473
-2,413
8
$25.4M 2.95%
148,202
-4,861
9
$24.1M 2.8%
1,044,207
+1,037,605
10
$21M 2.44%
300,765
+134,462
11
$20M 2.33%
+1,066,317
12
$18.7M 2.17%
128,052
-3,048
13
$17.8M 2.07%
135,039
-3,312
14
$12.4M 1.44%
285,750
-58,680
15
$12.1M 1.4%
174,986
+16,658
16
$11.6M 1.34%
423,262
-4,188
17
$10.8M 1.25%
274,700
+6,081
18
$10.2M 1.19%
33,880
-247
19
$9.21M 1.07%
63,502
-678
20
$8.86M 1.03%
194,752
+69,133
21
$8.71M 1.01%
68,545
-1,259
22
$8.58M 1%
174,256
+18,849
23
$8.58M 1%
90,911
-50,619
24
$7.9M 0.92%
161,454
+4,094
25
$7.1M 0.82%
185,750
+10,311
1
2 3 4 5