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
251
$641K 0.06%
4,527
+1,199
252
$641K 0.06%
2,647
-158
253
$640K 0.06%
5,567
+326
254
$639K 0.06%
17,230
+2,343
255
$633K 0.06%
4,521
+772
256
$630K 0.06%
+4,114
257
$624K 0.06%
9,156
+424
258
$618K 0.06%
1,110
+104
259
$616K 0.06%
12,381
+1,238
260
$614K 0.06%
2,363
+194
261
$611K 0.06%
2,453
-29
262
$610K 0.06%
17,162
+3,053
263
$609K 0.06%
2,017
-1,052
264
$608K 0.06%
6,933
+8
265
$606K 0.06%
25,633
+158
266
$606K 0.06%
7,066
+1,465
267
$604K 0.06%
+4,467
268
$591K 0.06%
1,704
+274
269
$590K 0.06%
2,489
+448
270
$590K 0.06%
43,795
+3,592
271
$590K 0.06%
14,593
-152
272
$585K 0.06%
4,366
+646
273
$582K 0.06%
7,095
-1,016
274
$575K 0.06%
13,508
+1,433
275
$571K 0.06%
2,979
+302
9 10
11
12 13