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
$452M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$767K
3
+$749K
4
GSK icon
GSK
GSK
+$663K
5
HSY icon
Hershey
HSY
+$653K

Top Sells

1
+$865K
2
+$833K
3
+$771K
4
META icon
Meta Platforms (Facebook)
META
+$621K
5
MAN icon
ManpowerGroup
MAN
+$615K

Sector Composition

1 Technology 17.44%
2 Financials 12.92%
3 Consumer Staples 12.34%
4 Healthcare 11.75%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$125K 0.03%
1,919
-60
402
$125K 0.03%
3,844
-103
403
$124K 0.03%
2,170
+95
404
$124K 0.03%
+3,404
405
$124K 0.03%
2,955
+393
406
$124K 0.03%
3,045
-28
407
$122K 0.03%
3,894
+11
408
$121K 0.03%
1,073
-100
409
$121K 0.03%
5,053
410
$119K 0.03%
1,128
+90
411
$118K 0.03%
348
+1
412
$118K 0.03%
+2,022
413
$118K 0.03%
4,876
-177
414
$118K 0.03%
3,205
-501
415
$118K 0.03%
3,036
-581
416
$116K 0.03%
+6,036
417
$115K 0.03%
806
-298
418
$115K 0.03%
887
+104
419
$115K 0.03%
3,945
-43
420
$115K 0.03%
+1,227
421
$114K 0.03%
2,374
-478
422
$114K 0.03%
+702
423
$113K 0.03%
827
+61
424
$112K 0.02%
2,289
+312
425
$112K 0.02%
522
15 16
17
18 19