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
$1.72B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.72M
3
+$2.62M
4
HWM icon
Howmet Aerospace
HWM
+$2.5M
5
SMCI icon
Super Micro Computer
SMCI
+$2.15M

Top Sells

1
+$113M
2
+$19.5M
3
+$5.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.7M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 33.54%
2 Financials 12.48%
3 Healthcare 10.98%
4 Consumer Discretionary 9.98%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.06M 0.06%
355
-37
227
$1.05M 0.06%
9,094
-501
228
$1.05M 0.06%
6,948
+446
229
$1.03M 0.06%
13,424
-383
230
$1M 0.06%
6,931
231
$995K 0.06%
7,569
+760
232
$989K 0.06%
18,108
-1,609
233
$989K 0.06%
16,801
-264
234
$981K 0.06%
5,676
-242
235
$980K 0.06%
21,151
+246
236
$959K 0.06%
2,464
-773
237
$951K 0.06%
3,319
+92
238
$951K 0.06%
4,524
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239
$951K 0.06%
19,655
-776
240
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7,967
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241
$936K 0.05%
7,888
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242
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100
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243
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7,147
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244
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5,059
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245
$889K 0.05%
37,107
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246
$887K 0.05%
25,003
-558
247
$881K 0.05%
10,796
+169
248
$879K 0.05%
5,352
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249
$874K 0.05%
6,494
-551
250
$874K 0.05%
7,023
-597
8 9
10
11 12