HPBT
Hickory Point Bank & Trust Portfolio holdings
AUM
$152M
1-Year Est. Return
23.34%
This Fund
S&P 500
1 Year Est. Return
+23.34%
AUM
$152M
AUM Growth
+$13.7M
(+9.9%)
Holding
456
Top Buys
| 1 | +$536K | |
| 2 | +$413K | |
| 3 | +$403K | |
| 4 |
Verizon
VZ
|
+$328K |
| 5 |
Solventum
SOLV
|
+$323K |
Top Sells
| 1 | +$810K | |
| 2 | +$446K | |
| 3 | +$424K | |
| 4 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$363K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$258K |
Sector Composition
| 1 | Technology | 8.84% |
| 2 | Financials | 7.32% |
| 3 | Industrials | 7.11% |
| 4 | Communication Services | 5.11% |
| 5 | Consumer Staples | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
RAL
451
Ralliant Corp
RAL
$5.11B
| $665 | ﹤0.01% |
+16
|
|
||
452
Cencora
COR
$59.1B
| $628 | ﹤0.01% |
+2
|
|
||
453
ResMed
RMD
$29.9B
| $449 | ﹤0.01% |
+2
|
|
||
454
Arista Networks
ANET
$217B
| $368 | ﹤0.01% |
+3
|
|
||
455
KLX Energy Services
KLXE
$73.2M
| $31 | ﹤0.01% |
+12
|
|
||
|
HCWC
456
Healthy Choice Wellness
HCWC
$6.09M
| $9 | ﹤0.01% |
+37
|
|