HAG

HighPoint Advisor Group Portfolio holdings

AUM $1.88B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.64M
3
+$4.48M
4
AAPL icon
Apple
AAPL
+$4.35M
5
CLX icon
Clorox
CLX
+$4.26M

Top Sells

1
+$801K
2
+$769K
3
+$664K
4
EA icon
Electronic Arts
EA
+$601K
5
PYPL icon
PayPal
PYPL
+$556K

Sector Composition

1 Consumer Staples 13.71%
2 Healthcare 13.58%
3 Communication Services 11.7%
4 Industrials 10.6%
5 Technology 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.08%
+8,212
227
$231K 0.08%
+4,324
228
$230K 0.08%
+1,777
229
$229K 0.08%
+2,195
230
$228K 0.08%
+4,825
231
$226K 0.08%
+3,613
232
$223K 0.08%
+5,913
233
$223K 0.08%
2,613
+389
234
$222K 0.08%
+4,100
235
$220K 0.08%
+5,568
236
$217K 0.08%
+6,961
237
$214K 0.08%
+2,876
238
$213K 0.07%
9,617
-154
239
$211K 0.07%
15,092
-3,817
240
$211K 0.07%
25,463
+10,173
241
$208K 0.07%
3,516
+598
242
$198K 0.07%
16,229
+202
243
$182K 0.06%
+11,018
244
$169K 0.06%
2,274
+638
245
$153K 0.05%
1,082
-117
246
$146K 0.05%
10,776
-11,806
247
$98K 0.03%
15,793
-245
248
$95K 0.03%
+100
249
$92K 0.03%
11,229
250
$90K 0.03%
5,286
8 9
10
11 12