HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.1B
1-Year Est. Return 30.51%
This Quarter Est. Return
1 Year Est. Return
+30.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.59M
3
+$3.04M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
RL icon
Ralph Lauren
RL
+$2.48M

Top Sells

1
+$4.71M
2
+$2.76M
3
+$2.3M
4
CEG icon
Constellation Energy
CEG
+$2.3M
5
ZTS icon
Zoetis
ZTS
+$2.25M

Sector Composition

1 Technology 31.61%
2 Financials 14.49%
3 Consumer Discretionary 10.61%
4 Healthcare 10.01%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$410K 0.02%
955
-75
402
$409K 0.02%
6,978
-553
403
$409K 0.02%
2,134
-471
404
$408K 0.02%
2,163
-42
405
$408K 0.02%
2,131
+675
406
$407K 0.02%
13,022
-2,955
407
$405K 0.02%
2,198
+34
408
$402K 0.02%
2,134
+293
409
$401K 0.02%
13,047
-266
410
$400K 0.02%
915
+360
411
$397K 0.02%
3,326
-673
412
$387K 0.02%
37,188
+256
413
$387K 0.02%
12,161
+1,641
414
$383K 0.02%
1,236
+327
415
$383K 0.02%
7,226
+1,234
416
$382K 0.02%
4,278
+779
417
$381K 0.02%
766
+2
418
$380K 0.02%
3,123
-136
419
$380K 0.02%
711
+70
420
$379K 0.02%
2,928
-764
421
$378K 0.02%
8,238
-1,449
422
$378K 0.02%
2,254
-90
423
$377K 0.02%
5,283
+316
424
$373K 0.02%
2,140
-1
425
$373K 0.02%
3,049
-72
15 16
17
18 19