HPBT
High Point Bank & Trust Portfolio holdings
AUM
$315M
1-Year Est. Return
12.21%
This Fund
S&P 500
1 Year Est. Return
+12.21%
AUM
$389M
AUM Growth
+$38.6M
(+11%)
Holding
442
Top Buys
| 1 | +$8.48M | |
| 2 | +$4.49M | |
| 3 | +$1.49M | |
| 4 |
W.P. Carey
WPC
|
+$398K |
| 5 |
AT&T
T
|
+$327K |
Top Sells
| 1 | +$6.23M | |
| 2 | +$3.99M | |
| 3 | +$3.33M | |
| 4 |
Comcast
CMCSA
|
+$1.07M |
| 5 |
State Street SPDR Dow Jones REIT ETF
RWR
|
+$963K |
Sector Composition
| 1 | Communication Services | 3.79% |
| 2 | Healthcare | 3.51% |
| 3 | Financials | 3.5% |
| 4 | Consumer Staples | 3.31% |
| 5 | Industrials | 3.15% |