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
376
$328K 0.03%
2,806
+699
377
$327K 0.03%
2,095
+196
378
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2,046
+328
379
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380
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381
$317K 0.03%
1,589
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382
$316K 0.03%
3,500
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383
$316K 0.03%
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384
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3,309
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385
$306K 0.03%
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386
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14,119
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387
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388
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389
$303K 0.03%
8,025
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390
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391
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393
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395
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555
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396
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4,987
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397
$291K 0.03%
4,393
-14
398
$290K 0.03%
+497
399
$289K 0.03%
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400
$287K 0.03%
12,471
14 15
16
17 18