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
$351M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$1.98M
3
+$753K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$246K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$229K

Top Sells

1
+$5.9M
2
+$3.44M
3
+$2.66M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.61M
5
CVX icon
Chevron
CVX
+$582K

Sector Composition

1 Communication Services 4.47%
2 Financials 3.86%
3 Healthcare 3.54%
4 Industrials 3.51%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80K 0.02%
1,513
-111,567
177
$80K 0.02%
727
+127
178
$79K 0.02%
552
+25
179
$77K 0.02%
1,335
180
$74K 0.02%
+500
181
$74K 0.02%
1,700
182
$74K 0.02%
1,100
183
$73K 0.02%
2,500
184
$71K 0.02%
400
185
$71K 0.02%
925
+200
186
$70K 0.02%
1,700
187
$69K 0.02%
1,050
188
$68K 0.02%
680
189
$67K 0.02%
625
-54
190
$65K 0.02%
1,525
-225
191
$64K 0.02%
1,216
192
$61K 0.02%
400
193
$58K 0.02%
654
194
$57K 0.02%
3,341
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195
$57K 0.02%
1,234
196
$56K 0.02%
1,500
197
$56K 0.02%
1,375
198
$56K 0.02%
1,000
199
$55K 0.02%
+4,330
200
$55K 0.02%
450
6 7
8
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