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
301
$490K 0.05%
3,254
+1,714
302
$486K 0.05%
6,921
+851
303
$485K 0.05%
27,873
+3,442
304
$484K 0.05%
4,945
+103
305
$484K 0.05%
1,520
+240
306
$481K 0.05%
5,788
-1,500
307
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6,134
+1,033
308
$477K 0.05%
7,549
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309
$471K 0.05%
13,773
+2,373
310
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2,973
-721
311
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6,149
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312
$465K 0.05%
3,800
+212
313
$464K 0.05%
6,198
+1,236
314
$463K 0.05%
5,246
+272
315
$463K 0.05%
1,636
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316
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1,934
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317
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11,201
+1,102
318
$456K 0.05%
8,191
-479
319
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1,845
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320
$450K 0.05%
10,025
-750
321
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+1,270
322
$439K 0.04%
3,040
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323
$437K 0.04%
2,133
+901
324
$436K 0.04%
7,634
+2,005
325
$433K 0.04%
11,303
-111
11 12
13
14 15