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
301
$641K 0.05%
8,727
+539
302
$639K 0.05%
1,921
-189
303
$638K 0.05%
12,037
-1,515
304
$637K 0.05%
4,668
-545
305
$635K 0.04%
8,555
+2,537
306
$629K 0.04%
10,039
+233
307
$627K 0.04%
4,127
+68
308
$621K 0.04%
9,567
-5,623
309
$619K 0.04%
4,634
-882
310
$615K 0.04%
5,289
+62
311
$611K 0.04%
5,370
+30
312
$610K 0.04%
4,889
-504
313
$609K 0.04%
4,083
+109
314
$604K 0.04%
7,644
+193
315
$596K 0.04%
2,893
+150
316
$596K 0.04%
71,064
-863
317
$595K 0.04%
2,225
318
$592K 0.04%
4,595
+62
319
$586K 0.04%
11,419
-326
320
$586K 0.04%
41,595
+4,100
321
$583K 0.04%
2,623
+17
322
$582K 0.04%
7,040
-359
323
$582K 0.04%
4,222
-182
324
$578K 0.04%
23,541
-1,602
325
$562K 0.04%
1,564
-163
11 12
13
14 15