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
$1.02B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$3.69M
3
+$3.24M
4
MRO
Marathon Oil Corporation
MRO
+$2.99M
5
AIG icon
American International
AIG
+$2.87M

Top Sells

1
+$2.59M
2
+$1.95M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
UPS icon
United Parcel Service
UPS
+$1.73M

Sector Composition

1 Technology 25.88%
2 Financials 15.09%
3 Consumer Discretionary 13.22%
4 Healthcare 12.71%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$380K 0.04%
+7,543
352
$380K 0.04%
4,808
-246
353
$380K 0.04%
+1,896
354
$376K 0.04%
5,523
-140
355
$376K 0.04%
3,437
+128
356
$374K 0.04%
3,128
+218
357
$372K 0.04%
1,752
+163
358
$371K 0.04%
4,345
-600
359
$369K 0.04%
4,620
+474
360
$369K 0.04%
+26,476
361
$368K 0.04%
1,546
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362
$367K 0.04%
4,407
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363
$357K 0.04%
2,275
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364
$353K 0.03%
1,770
-228
365
$350K 0.03%
9,304
-1,168
366
$348K 0.03%
1,228
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367
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2,267
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368
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-225
369
$334K 0.03%
+1,106
370
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371
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6,195
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372
$331K 0.03%
5,477
+157
373
$330K 0.03%
6,855
-645
374
$329K 0.03%
5,511
+1,119
375
$328K 0.03%
193
+24
13 14
15
16 17