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
276
$701K 0.05%
1,736
-130
277
$696K 0.05%
3,962
+102
278
$695K 0.05%
+4,303
279
$695K 0.05%
4,936
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280
$695K 0.05%
9,378
-180
281
$694K 0.05%
2,438
-115
282
$693K 0.05%
4,419
+155
283
$691K 0.05%
2,351
+115
284
$688K 0.05%
4,811
-239
285
$683K 0.05%
14,122
+35
286
$678K 0.05%
1,115
+74
287
$675K 0.05%
15,160
+8,020
288
$669K 0.05%
9,348
+482
289
$668K 0.05%
6,680
+232
290
$668K 0.05%
81,717
291
$668K 0.05%
18,123
-954
292
$666K 0.05%
5,912
-132
293
$665K 0.05%
15,359
294
$652K 0.05%
389
+5
295
$650K 0.05%
117,687
+100,380
296
$647K 0.05%
4,404
+25
297
$644K 0.05%
1,854
-46
298
$643K 0.05%
7,134
-5,099
299
$642K 0.05%
8,619
300
$642K 0.05%
18,721
-186
10 11
12
13 14