HAG
HighPoint Advisor Group Portfolio holdings
AUM
$1.88B
This Quarter Return
+2.87%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$452M
AUM Growth
+$452M
(+6%)
Cap. Flow
+$9.27M
Cap. Flow
% of AUM
2.05%
Top 10 Holdings %
Top 10 Hldgs %
27.48%
Holding
527
New
41
Increased
234
Reduced
192
Closed
37
Top Buys
| 1 |
Apple
AAPL
|
$1.18M |
| 2 |
MillerKnoll
MLKN
|
$767K |
| 3 |
Verizon
VZ
|
$749K |
| 4 |
GSK
GSK
|
$663K |
| 5 |
Hershey
HSY
|
$653K |
Top Sells
| 1 |
Netflix
NFLX
|
$865K |
| 2 |
Lincoln National
LNC
|
$833K |
| 3 |
Nike
NKE
|
$771K |
| 4 |
Meta Platforms (Facebook)
META
|
$621K |
| 5 |
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% |
