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
$1.72B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.72M
3
+$2.62M
4
HWM icon
Howmet Aerospace
HWM
+$2.5M
5
SMCI icon
Super Micro Computer
SMCI
+$2.15M

Top Sells

1
+$113M
2
+$19.5M
3
+$5.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.7M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 33.54%
2 Financials 12.48%
3 Healthcare 10.98%
4 Consumer Discretionary 9.98%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$578K 0.03%
10,001
-1,766
327
$577K 0.03%
2,006
+776
328
$568K 0.03%
20,821
+4,025
329
$567K 0.03%
1,443
+142
330
$567K 0.03%
2,467
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331
$562K 0.03%
5,310
+141
332
$562K 0.03%
7,755
-219
333
$559K 0.03%
3,336
+37
334
$559K 0.03%
67,763
-3,309
335
$556K 0.03%
4,337
+500
336
$555K 0.03%
10,164
-382
337
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57,389
-156
338
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14,815
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339
$546K 0.03%
2,718
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340
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9,237
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341
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343
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26,332
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344
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4,401
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345
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346
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11,737
-471
347
$520K 0.03%
3,637
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348
$519K 0.03%
14,473
-1,008
349
$518K 0.03%
11,227
+966
350
$513K 0.03%
1,856
+20
12 13
14
15 16