HPBT
High Point Bank & Trust Portfolio holdings
AUM
$315M
This Quarter Return
-0.95%
1 Year Return
+12.21%
3 Year Return
+16.55%
5 Year Return
–
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(-1.8%)
Cap. Flow
-$903K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
33.1%
Holding
421
New
11
Increased
49
Reduced
51
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 5.72% |
| 2 | Communication Services | 5.11% |
| 3 | Financials | 4.76% |
| 4 | Healthcare | 4.38% |
| 5 | Consumer Staples | 4.15% |
