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
$296M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$10.3M
3 +$10M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.62M
5
CMCSA icon
Comcast
CMCSA
+$8.08M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.23%
2 Communication Services 4.58%
3 Consumer Staples 4%
4 Healthcare 3.84%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K ﹤0.01%
+250
327
$6K ﹤0.01%
+100
328
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+27
333
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$6K ﹤0.01%
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336
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345
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347
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+273
348
$3K ﹤0.01%
+214
349
$3K ﹤0.01%
+50
350
$3K ﹤0.01%
+200