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
176
$92K 0.03%
2,485
177
$90K 0.03%
2,525
178
$88K 0.03%
2,600
179
$86K 0.03%
3,776
180
$84K 0.02%
1,000
181
$83K 0.02%
1,700
+300
182
$82K 0.02%
1,050
183
$82K 0.02%
1,867
184
$79K 0.02%
400
185
$79K 0.02%
2,500
+700
186
$79K 0.02%
3,723
+1,673
187
$77K 0.02%
1,052
188
$77K 0.02%
1,100
+300
189
$76K 0.02%
1,335
190
$75K 0.02%
1,100
191
$75K 0.02%
725
192
$74K 0.02%
680
193
$73K 0.02%
1,300
194
$70K 0.02%
600
195
$68K 0.02%
450
196
$67K 0.02%
1,700
197
$65K 0.02%
600
198
$64K 0.02%
1,750
199
$63K 0.02%
654
200
$61K 0.02%
1,234
6 7
8
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