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
426
$112K 0.02%
4,648
+388
427
$111K 0.02%
+5,011
428
$111K 0.02%
+657
429
$110K 0.02%
3,504
+118
430
$110K 0.02%
+1,703
431
$110K 0.02%
11,748
-580
432
$109K 0.02%
+2,059
433
$109K 0.02%
+2,054
434
$109K 0.02%
12,009
+819
435
$108K 0.02%
941
+163
436
$108K 0.02%
+2,271
437
$108K 0.02%
+655
438
$107K 0.02%
7,520
-22
439
$107K 0.02%
+1,146
440
$107K 0.02%
+419
441
$106K 0.02%
1,323
-7,091
442
$105K 0.02%
26,791
+2,394
443
$104K 0.02%
13,877
-2,666
444
$97K 0.02%
12,029
-6,414
445
$96K 0.02%
+649
446
$79K 0.02%
13,062
447
$73K 0.02%
10,610
448
$67K 0.01%
24,213
449
$65K 0.01%
12,453
+1,009
450
$60K 0.01%
14,772
+4,639
16 17
18
19 20