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
$553M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.91M
3
+$1.38M
4
LMT icon
Lockheed Martin
LMT
+$1.34M
5
XYZ
Block Inc
XYZ
+$1.27M

Top Sells

1
+$2.55M
2
+$955K
3
+$901K
4
ZM icon
Zoom
ZM
+$780K
5
AXON icon
Axon Enterprise
AXON
+$763K

Sector Composition

1 Technology 26.23%
2 Healthcare 12.87%
3 Consumer Discretionary 12.54%
4 Communication Services 10.93%
5 Consumer Staples 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.05%
3,332
+312
277
$275K 0.05%
+9,208
278
$275K 0.05%
+9,652
279
$272K 0.05%
1,280
+98
280
$271K 0.05%
4,332
-137
281
$270K 0.05%
891
+287
282
$267K 0.05%
3,390
+6
283
$262K 0.05%
2,925
-51
284
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+851
285
$259K 0.05%
2,212
-147
286
$257K 0.05%
+669
287
$257K 0.05%
13,446
-44
288
$256K 0.05%
3,132
-30
289
$254K 0.05%
1,073
+8
290
$253K 0.05%
3,874
291
$251K 0.05%
1,087
+3
292
$250K 0.05%
+7,358
293
$247K 0.04%
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294
$246K 0.04%
+1,577
295
$245K 0.04%
+17,299
296
$244K 0.04%
8,094
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297
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+1,689
298
$243K 0.04%
+3,257
299
$239K 0.04%
4,376
-2,280
300
$238K 0.04%
9,050
-669
10 11
12
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