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
326
$5K ﹤0.01%
165
327
$5K ﹤0.01%
209
328
$5K ﹤0.01%
780
329
$5K ﹤0.01%
50
330
$4K ﹤0.01%
74
331
$4K ﹤0.01%
102
332
$4K ﹤0.01%
27
333
$4K ﹤0.01%
64
334
$4K ﹤0.01%
500
335
$4K ﹤0.01%
51
336
$3K ﹤0.01%
66
337
$3K ﹤0.01%
600
338
$3K ﹤0.01%
40
339
$3K ﹤0.01%
34
340
$3K ﹤0.01%
100
341
$3K ﹤0.01%
42
342
$2K ﹤0.01%
512
343
$2K ﹤0.01%
67
344
$2K ﹤0.01%
21
345
$2K ﹤0.01%
74
346
$2K ﹤0.01%
133
347
$2K ﹤0.01%
22
348
$1K ﹤0.01%
5
349
$1K ﹤0.01%
31
350
$1K ﹤0.01%
100
12 13
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