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
$1.42B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.24M
3
+$1.2M
4
SMCI icon
Super Micro Computer
SMCI
+$919K
5
GEV icon
GE Vernova
GEV
+$695K

Top Sells

1
+$18.5M
2
+$1.72M
3
+$1.45M
4
TSLA icon
Tesla
TSLA
+$739K
5
PXD
Pioneer Natural Resource Co.
PXD
+$633K

Sector Composition

1 Technology 31.92%
2 Financials 13.05%
3 Healthcare 11.27%
4 Consumer Discretionary 10%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$961K 0.07%
10,383
+932
227
$961K 0.07%
7,044
+477
228
$945K 0.07%
9,784
+123
229
$935K 0.07%
10,683
+3,781
230
$933K 0.07%
6,945
+1
231
$915K 0.06%
16,968
-560
232
$913K 0.06%
16,318
+200
233
$889K 0.06%
18,244
+193
234
$886K 0.06%
4,478
+15
235
$886K 0.06%
4,227
-19
236
$881K 0.06%
89,851
-454
237
$873K 0.06%
19,329
+396
238
$869K 0.06%
2,425
+50
239
$867K 0.06%
8,719
+148
240
$864K 0.06%
5,958
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241
$862K 0.06%
11,841
+3,720
242
$851K 0.06%
21,724
-1,282
243
$843K 0.06%
5,701
-169
244
$840K 0.06%
3,612
+396
245
$836K 0.06%
117,521
+951
246
$831K 0.06%
3,767
+107
247
$817K 0.06%
12,105
-150
248
$815K 0.06%
6,301
+44
249
$815K 0.06%
3,429
-664
250
$806K 0.06%
11,138
-5,429
8 9
10
11 12