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
$993M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$4.44M
4
AMZN icon
Amazon
AMZN
+$3.97M
5
FSK icon
FS KKR Capital
FSK
+$3.19M

Top Sells

1
+$4.89M
2
+$3.37M
3
+$1.25M
4
NIO icon
NIO
NIO
+$1.11M
5
ENPH icon
Enphase Energy
ENPH
+$1.04M

Sector Composition

1 Technology 25.77%
2 Financials 14.14%
3 Healthcare 12.99%
4 Consumer Discretionary 12.37%
5 Communication Services 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$736K 0.07%
1,142
+149
227
$733K 0.07%
13,658
+1,224
228
$732K 0.07%
23,600
-27,600
229
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30,627
+118
230
$724K 0.07%
8,802
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231
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4,811
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232
$708K 0.07%
8,329
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233
$702K 0.07%
4,540
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234
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6,521
-1,379
235
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4,810
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236
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237
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238
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5,929
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239
$685K 0.07%
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240
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241
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243
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2,330
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244
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245
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11,172
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246
$664K 0.07%
921
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247
$659K 0.07%
35,164
-2,414
248
$653K 0.07%
3,164
+549
249
$643K 0.06%
5,845
+2,694
250
$641K 0.06%
16,004
+2,743
8 9
10
11 12