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
401
$399K 0.03%
1,958
-16
402
$398K 0.03%
27,751
-521
403
$397K 0.03%
2,755
+233
404
$393K 0.03%
2,256
+310
405
$392K 0.03%
3,859
+25
406
$391K 0.03%
3,866
+80
407
$391K 0.03%
1,706
+84
408
$391K 0.03%
1,413
-302
409
$388K 0.03%
1,585
-38
410
$386K 0.03%
2,289
+8
411
$383K 0.03%
30,506
-5,245
412
$374K 0.03%
4,351
-25
413
$372K 0.03%
1,891
+196
414
$369K 0.03%
2,784
-1,475
415
$369K 0.03%
5,478
-3,400
416
$361K 0.03%
3,552
-82
417
$359K 0.03%
3,273
-157
418
$356K 0.03%
8,244
+76
419
$356K 0.03%
+5,064
420
$355K 0.03%
4,053
-2
421
$353K 0.02%
6,102
-264
422
$351K 0.02%
2,581
+7
423
$348K 0.02%
2,558
+48
424
$347K 0.02%
6,953
+223
425
$344K 0.02%
34,472
+6,271
15 16
17
18 19