HPBT
Hickory Point Bank & Trust Portfolio holdings
AUM
$134M
1-Year Est. Return
17.79%
1 Year Est. Return
+17.79%
AUM
$124M
AUM Growth
+$10.2M
(+9%)
Holding
127
Top Buys
| 1 | +$606K | |
| 2 | +$335K | |
| 3 | +$258K | |
| 4 |
GE Vernova
GEV
|
+$257K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$244K |
Top Sells
| 1 | +$1.11M | |
| 2 | +$257K | |
| 3 | +$217K | |
| 4 |
AbbVie
ABBV
|
+$212K |
| 5 |
Danaher
DHR
|
+$207K |
Sector Composition
| 1 | Technology | 9.75% |
| 2 | Financials | 7.8% |
| 3 | Industrials | 6.9% |
| 4 | Communication Services | 5.67% |
| 5 | Consumer Staples | 4.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Danaher
DHR
$153B
| – | – |
-1,010
|
|
||
|
127
AbbVie
ABBV
$402B
| – | – |
-1,012
|
|