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
251
$873K 0.05%
6,343
+847
252
$865K 0.05%
6,450
+1,208
253
$859K 0.05%
17,567
-283
254
$857K 0.05%
+6,519
255
$854K 0.05%
10,369
+4,251
256
$853K 0.05%
11,319
+22
257
$852K 0.05%
4,661
+2,179
258
$852K 0.05%
13,999
+181
259
$848K 0.05%
5,615
-1,869
260
$846K 0.05%
3,540
-12
261
$843K 0.05%
16,122
+1,120
262
$842K 0.05%
1,790
-570
263
$838K 0.05%
5,399
+394
264
$822K 0.05%
23,402
+6,198
265
$809K 0.05%
17,401
+7,220
266
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267
$795K 0.05%
9,110
+184
268
$795K 0.05%
6,576
+232
269
$787K 0.05%
9,575
+689
270
$780K 0.05%
70,693
-17,278
271
$774K 0.05%
4,094
+110
272
$772K 0.05%
14,485
+410
273
$770K 0.04%
11,403
-1,121
274
$770K 0.04%
1,962
+13
275
$768K 0.04%
13,584
-216
9 10
11
12 13