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
351
$479K 0.03%
15,489
+861
352
$478K 0.03%
3,255
+42
353
$477K 0.03%
23,945
-1,993
354
$474K 0.03%
1,257
-284
355
$473K 0.03%
8,934
+649
356
$471K 0.03%
1,388
+389
357
$471K 0.03%
+18,342
358
$470K 0.03%
787
+108
359
$468K 0.03%
4,988
-103
360
$466K 0.03%
2,334
-387
361
$459K 0.03%
4,531
+63
362
$455K 0.03%
+7,207
363
$454K 0.03%
7,011
364
$453K 0.03%
39,881
+5,921
365
$452K 0.03%
3,621
+15
366
$452K 0.03%
56,517
+3,030
367
$451K 0.03%
3,347
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368
$451K 0.03%
581
-14
369
$449K 0.03%
3,175
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370
$446K 0.03%
8,136
-245
371
$446K 0.03%
6,469
+137
372
$443K 0.03%
1,006
+10
373
$443K 0.03%
11,154
-2
374
$443K 0.03%
3,108
-70
375
$442K 0.03%
1,300
+399
13 14
15
16 17