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
276
$568K 0.06%
4,752
+1,359
277
$566K 0.06%
5,897
+910
278
$560K 0.06%
3,989
+1,104
279
$550K 0.06%
1,341
+429
280
$542K 0.05%
2,316
+125
281
$536K 0.05%
8,969
+935
282
$531K 0.05%
9,328
+369
283
$527K 0.05%
19,864
+4,905
284
$526K 0.05%
6,921
+153
285
$524K 0.05%
6,765
+680
286
$523K 0.05%
3,476
+303
287
$521K 0.05%
2,556
+8
288
$519K 0.05%
7,390
+1,121
289
$517K 0.05%
3,346
+283
290
$512K 0.05%
3,176
+387
291
$510K 0.05%
14,056
+439
292
$506K 0.05%
8,363
+2,510
293
$505K 0.05%
+4,350
294
$500K 0.05%
1,340
+428
295
$499K 0.05%
7,991
+868
296
$499K 0.05%
4,538
+280
297
$494K 0.05%
12,084
+55
298
$494K 0.05%
10,472
299
$492K 0.05%
8,870
+2,548
300
$491K 0.05%
5,999
+1,047
10 11
12
13 14