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
151
$142K 0.04%
3,546
152
$142K 0.04%
+479
153
$140K 0.04%
2,546
154
$134K 0.04%
1,398
155
$131K 0.04%
5,378
156
$127K 0.04%
1,800
-137
157
$127K 0.04%
1,750
158
$124K 0.04%
1,054
-751
159
$115K 0.03%
7,479
160
$114K 0.03%
4,246
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161
$112K 0.03%
7,927
162
$111K 0.03%
2,789
163
$110K 0.03%
900
164
$109K 0.03%
1,000
165
$108K 0.03%
769
166
$105K 0.03%
1,200
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167
$105K 0.03%
3,810
168
$103K 0.03%
2,620
169
$103K 0.03%
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170
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171
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2,430
172
$99K 0.03%
1,020
173
$99K 0.03%
2,000
174
$93K 0.03%
5,000
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175
$93K 0.03%
600
5 6
7
8 9