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
$1.84B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.91M
3
+$2.68M
4
ZTS icon
Zoetis
ZTS
+$2.37M
5
AMZN icon
Amazon
AMZN
+$1.96M

Top Sells

1
+$32.6M
2
+$14.1M
3
+$2.94M
4
COST icon
Costco
COST
+$1.45M
5
AHR icon
American Healthcare REIT
AHR
+$1.37M

Sector Composition

1 Technology 32.75%
2 Financials 13.76%
3 Consumer Discretionary 10.86%
4 Healthcare 9.7%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$438K 0.02%
8,612
-210
402
$435K 0.02%
3,860
+45
403
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4,050
-829
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2,344
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405
$434K 0.02%
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406
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2,054
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407
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408
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409
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2,133
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411
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412
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413
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-174
414
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415
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2,658
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416
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419
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420
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421
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1,328
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422
$406K 0.02%
764
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423
$405K 0.02%
24,006
+1,138
424
$404K 0.02%
2,247
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425
$396K 0.02%
5,885
+157
15 16
17
18 19