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
$351M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.98M
3
+$753K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$246K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$229K

Top Sells

1
+$5.9M
2
+$3.44M
3
+$2.66M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.61M
5
CVX icon
Chevron
CVX
+$582K

Sector Composition

1 Communication Services 4.47%
2 Financials 3.86%
3 Healthcare 3.54%
4 Industrials 3.51%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38K 0.01%
921
227
$38K 0.01%
661
228
$38K 0.01%
+550
229
$38K 0.01%
300
-50
230
$38K 0.01%
1,074
231
$37K 0.01%
425
232
$36K 0.01%
700
+300
233
$36K 0.01%
433
234
$35K 0.01%
+400
235
$35K 0.01%
650
236
$34K 0.01%
800
237
$34K 0.01%
+559
238
$34K 0.01%
1,777
239
$34K 0.01%
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240
$33K 0.01%
900
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241
$30K 0.01%
417
242
$30K 0.01%
+2,534
243
$30K 0.01%
2,200
244
$30K 0.01%
843
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245
$29K 0.01%
610
246
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247
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425
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248
$28K 0.01%
760
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249
$28K 0.01%
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250
$28K 0.01%
350
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