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
401
$287K 0.03%
4,334
+926
402
$286K 0.03%
1,526
+424
403
$285K 0.03%
21,000
+6,222
404
$284K 0.03%
6,554
+250
405
$284K 0.03%
14,307
+127
406
$283K 0.03%
8,499
+513
407
$281K 0.03%
614
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408
$277K 0.03%
7,440
+708
409
$276K 0.03%
3,225
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410
$276K 0.03%
3,436
-221
411
$276K 0.03%
886
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412
$275K 0.03%
2,237
+573
413
$274K 0.03%
+3,288
414
$273K 0.03%
28,931
-2,989
415
$271K 0.03%
5,488
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416
$271K 0.03%
3,405
-221
417
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2,004
418
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1,964
+226
419
$267K 0.03%
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420
$267K 0.03%
10,000
-13,333
421
$266K 0.03%
+3,643
422
$264K 0.03%
+5,542
423
$263K 0.03%
+169
424
$261K 0.03%
1,758
-30
425
$261K 0.03%
898
-2,417
15 16
17
18 19