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
351
$371K 0.04%
7,500
-868
352
$368K 0.04%
1,336
+401
353
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5,320
+2,203
354
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774
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355
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+1,489
356
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357
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359
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360
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361
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362
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363
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3,524
-8
364
$348K 0.04%
+1,479
365
$346K 0.03%
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366
$346K 0.03%
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368
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2,440
+1,013
369
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$342K 0.03%
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371
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372
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4,267
+1,240
373
$334K 0.03%
1,112
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374
$332K 0.03%
3,662
375
$331K 0.03%
4,153
-19
13 14
15
16 17