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
251
$804K 0.06%
9,287
+1,342
252
$801K 0.06%
5,878
+532
253
$801K 0.06%
106
254
$801K 0.06%
10,605
-411
255
$793K 0.06%
46,947
+149
256
$790K 0.06%
13,793
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257
$788K 0.06%
2,547
-53
258
$787K 0.06%
25,586
+1,123
259
$786K 0.06%
21,538
+379
260
$783K 0.06%
12,248
-458
261
$781K 0.06%
2,391
-19
262
$776K 0.05%
111,223
+120
263
$768K 0.05%
18,260
-605
264
$767K 0.05%
4,413
+122
265
$759K 0.05%
13,756
+29
266
$759K 0.05%
13,865
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267
$756K 0.05%
9,799
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268
$752K 0.05%
3,043
+46
269
$745K 0.05%
26,078
-2,468
270
$741K 0.05%
4,024
-29
271
$739K 0.05%
8,809
+312
272
$722K 0.05%
8,925
-347
273
$711K 0.05%
4,560
+642
274
$708K 0.05%
992
+2
275
$704K 0.05%
12,955
+1,100
9 10
11
12 13