HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.1B
1-Year Est. Return 30.51%
This Quarter Est. Return
1 Year Est. Return
+30.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.59M
3
+$3.04M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
RL icon
Ralph Lauren
RL
+$2.48M

Top Sells

1
+$4.71M
2
+$2.76M
3
+$2.3M
4
CEG icon
Constellation Energy
CEG
+$2.3M
5
ZTS icon
Zoetis
ZTS
+$2.25M

Sector Composition

1 Technology 31.61%
2 Financials 14.49%
3 Consumer Discretionary 10.61%
4 Healthcare 10.01%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$513K 0.03%
9,555
+570
352
$511K 0.03%
3,198
+1,275
353
$511K 0.03%
4,420
-246
354
$510K 0.03%
57,958
-1,185
355
$507K 0.03%
4,278
-4,603
356
$507K 0.03%
3,628
-674
357
$498K 0.03%
2,095
-475
358
$497K 0.03%
2,146
+193
359
$495K 0.03%
39,870
-29
360
$494K 0.03%
2,383
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361
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1,907
-35
362
$493K 0.03%
1,241
-251
363
$491K 0.03%
1,810
-163
364
$490K 0.03%
2,507
-196
365
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58,296
+6,939
366
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1,145
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367
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368
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932
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369
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12,047
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370
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2,110
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371
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2,043
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372
$466K 0.03%
4,002
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373
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6,723
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374
$463K 0.03%
9,685
-54
375
$461K 0.03%
4,270
-362
13 14
15
16 17