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
$485M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$1.72M
3
+$978K
4
ABBV icon
AbbVie
ABBV
+$927K
5
BA icon
Boeing
BA
+$926K

Top Sells

1
+$950K
2
+$861K
3
+$814K
4
INTU icon
Intuit
INTU
+$798K
5
CELG
Celgene Corp
CELG
+$779K

Sector Composition

1 Technology 18.71%
2 Consumer Staples 13.04%
3 Financials 12.7%
4 Healthcare 12.28%
5 Communication Services 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
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