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
276
$17K ﹤0.01%
486
277
$16K ﹤0.01%
236
278
$16K ﹤0.01%
+326
279
$16K ﹤0.01%
356
280
$16K ﹤0.01%
214
+148
281
$15K ﹤0.01%
600
-200
282
$14K ﹤0.01%
212
283
$14K ﹤0.01%
500
284
$14K ﹤0.01%
280
285
$14K ﹤0.01%
690
+90
286
$13K ﹤0.01%
+274
287
$12K ﹤0.01%
203
288
$12K ﹤0.01%
375
289
$12K ﹤0.01%
+481
290
$11K ﹤0.01%
324
291
$11K ﹤0.01%
290
292
$11K ﹤0.01%
293
293
$11K ﹤0.01%
100
294
$11K ﹤0.01%
400
295
$10K ﹤0.01%
293
-100,839
296
$10K ﹤0.01%
247
297
$10K ﹤0.01%
333
298
$10K ﹤0.01%
+384
299
$10K ﹤0.01%
+646
300
$10K ﹤0.01%
142
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