HPBT

Hickory Point Bank & Trust Portfolio holdings

AUM $152M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$536K
2 +$413K
3 +$403K
4
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Verizon
VZ
+$328K
5
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Solventum
SOLV
+$323K

Sector Composition

1 Technology 8.84%
2 Financials 7.32%
3 Industrials 7.11%
4 Communication Services 5.11%
5 Consumer Staples 4.73%