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
$284M
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.44M
3
+$1.18M
4
MET icon
MetLife
MET
+$1.18M
5
NFLX icon
Netflix
NFLX
+$951K

Top Sells

1
+$1.21M
2
+$1.14M
3
+$1.01M
4
TJX icon
TJX Companies
TJX
+$951K
5
HD icon
Home Depot
HD
+$882K

Sector Composition

1 Healthcare 13.83%
2 Financials 12.86%
3 Consumer Staples 12.09%
4 Communication Services 11.48%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
+15,962
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