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
$993M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$4.44M
4
AMZN icon
Amazon
AMZN
+$3.97M
5
FSK icon
FS KKR Capital
FSK
+$3.19M

Top Sells

1
+$4.89M
2
+$3.37M
3
+$1.25M
4
NIO icon
NIO
NIO
+$1.11M
5
ENPH icon
Enphase Energy
ENPH
+$1.04M

Sector Composition

1 Technology 25.77%
2 Financials 14.14%
3 Healthcare 12.99%
4 Consumer Discretionary 12.37%
5 Communication Services 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$261K 0.03%
4,950
+725
427
$259K 0.03%
+4,392
428
$257K 0.03%
5,901
-17
429
$256K 0.03%
4,146
-612
430
$252K 0.03%
169
+27
431
$252K 0.03%
13,580
+14
432
$251K 0.03%
+2,859
433
$250K 0.03%
+7,584
434
$249K 0.03%
+3,935
435
$248K 0.03%
+5,806
436
$248K 0.03%
+1,200
437
$248K 0.03%
18,212
-260
438
$247K 0.02%
+1,036
439
$246K 0.02%
2,180
+257
440
$245K 0.02%
+1,505
441
$244K 0.02%
2,128
+290
442
$244K 0.02%
557
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443
$243K 0.02%
+2,590
444
$243K 0.02%
5,829
445
$243K 0.02%
+4,183
446
$243K 0.02%
+3,113
447
$242K 0.02%
13,262
+11,288
448
$241K 0.02%
+2,096
449
$241K 0.02%
2,340
+196
450
$240K 0.02%
8,918
+463
16 17
18
19 20