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
301
$9K ﹤0.01%
160
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142
-186
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174
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-10
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150
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382
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310
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-5
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$8K ﹤0.01%
+300
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$7K ﹤0.01%
75
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80
315
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250
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$7K ﹤0.01%
250
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250
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66
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$6K ﹤0.01%
56
-427
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100
321
$6K ﹤0.01%
80
-140
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$6K ﹤0.01%
300
323
$6K ﹤0.01%
554
324
$5K ﹤0.01%
150
325
$5K ﹤0.01%
205
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