HPBT

High Point Bank & Trust Portfolio holdings

AUM $315M
1-Year Est. Return 12.21%
This Quarter Est. Return
1 Year Est. Return
+12.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$1.85M
3
+$1.84M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.34M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.21M

Top Sells

1
+$4.95M
2
+$4.29M
3
+$2.65M
4
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
+$873K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$505K

Sector Composition

1 Communication Services 4.62%
2 Energy 4.48%
3 Financials 4.3%
4 Healthcare 4.19%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45K 0.01%
700
-50
227
$44K 0.01%
558
228
$44K 0.01%
1,100
229
$43K 0.01%
425
230
$42K 0.01%
500
231
$42K 0.01%
1,125
+275
232
$42K 0.01%
661
+61
233
$42K 0.01%
500
-225
234
$41K 0.01%
1,400
-100
235
$40K 0.01%
404
236
$39K 0.01%
1,645
237
$38K 0.01%
921
238
$38K 0.01%
425
-50
239
$36K 0.01%
2,200
240
$35K 0.01%
+1,000
241
$34K 0.01%
800
242
$33K 0.01%
1,777
243
$33K 0.01%
525
244
$33K 0.01%
378
245
$33K 0.01%
3,000
246
$33K 0.01%
417
+113
247
$33K 0.01%
202
248
$32K 0.01%
572
-365
249
$32K 0.01%
3,548
250
$31K 0.01%
1,200
-260
8 9
10
11 12