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
376
$441K 0.03%
345
+5
377
$441K 0.03%
16,609
+24
378
$440K 0.03%
2,660
-252
379
$438K 0.03%
9,203
+183
380
$436K 0.03%
4,445
-196
381
$436K 0.03%
7,822
-338
382
$436K 0.03%
9,655
-1,162
383
$434K 0.03%
3,454
-990
384
$431K 0.03%
1,840
+15
385
$430K 0.03%
1,907
-10
386
$425K 0.03%
2,464
+308
387
$424K 0.03%
842
+15
388
$424K 0.03%
812
-77
389
$421K 0.03%
6,947
+23
390
$419K 0.03%
7,819
-1,765
391
$413K 0.03%
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392
$413K 0.03%
1,931
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393
$412K 0.03%
9,376
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394
$411K 0.03%
1,507
+236
395
$410K 0.03%
13,562
+442
396
$410K 0.03%
8,173
+1,342
397
$406K 0.03%
2,389
+26
398
$403K 0.03%
4,603
+60
399
$402K 0.03%
5,120
-1,054
400
$400K 0.03%
986
+10
14 15
16
17 18