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
$349M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.84M
3
+$1.13M
4
AMZN icon
Amazon
AMZN
+$978K
5
EL icon
Estee Lauder
EL
+$945K

Top Sells

1
+$10.2M
2
+$3.41M
3
+$1.19M
4
AMT icon
American Tower
AMT
+$1.01M
5
SWKS icon
Skyworks Solutions
SWKS
+$987K

Sector Composition

1 Financials 12.85%
2 Healthcare 12.8%
3 Technology 12.72%
4 Consumer Staples 11.26%
5 Industrials 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$276K 0.08%
7,377
-297
227
$269K 0.08%
4,089
+46
228
$269K 0.08%
3,884
+767
229
$267K 0.08%
6,297
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230
$267K 0.08%
7,056
-546
231
$265K 0.08%
1,134
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232
$265K 0.08%
3,581
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233
$263K 0.08%
8,961
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234
$261K 0.07%
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235
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3,286
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236
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237
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238
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3,797
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239
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2,611
-197
240
$246K 0.07%
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241
$242K 0.07%
27,366
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242
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243
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8,526
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244
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245
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246
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247
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+1,411
248
$228K 0.07%
2,233
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249
$228K 0.07%
5,195
+18
250
$225K 0.06%
6,578
+353
8 9
10
11 12