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
$1.42B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.24M
3
+$1.2M
4
SMCI icon
Super Micro Computer
SMCI
+$919K
5
GEV icon
GE Vernova
GEV
+$695K

Top Sells

1
+$18.5M
2
+$1.72M
3
+$1.45M
4
TSLA icon
Tesla
TSLA
+$739K
5
PXD
Pioneer Natural Resource Co.
PXD
+$633K

Sector Composition

1 Technology 31.92%
2 Financials 13.05%
3 Healthcare 11.27%
4 Consumer Discretionary 10%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$341K 0.02%
+17,234
427
$339K 0.02%
1,504
+14
428
$339K 0.02%
904
+62
429
$337K 0.02%
1,075
+45
430
$334K 0.02%
2,920
+16
431
$333K 0.02%
2,630
+19
432
$332K 0.02%
11,859
+48
433
$332K 0.02%
1,242
-174
434
$332K 0.02%
1,897
+8
435
$328K 0.02%
4,731
-34
436
$327K 0.02%
2,666
-668
437
$327K 0.02%
1,270
-31
438
$327K 0.02%
2,045
+351
439
$326K 0.02%
3,828
-217
440
$325K 0.02%
2,431
-317
441
$324K 0.02%
3,929
+13
442
$323K 0.02%
1,958
+11
443
$322K 0.02%
9,364
-115
444
$322K 0.02%
1,939
+20
445
$321K 0.02%
630
+1
446
$321K 0.02%
2,074
+65
447
$320K 0.02%
856
-93
448
$317K 0.02%
18,217
-36
449
$315K 0.02%
3,655
+44
450
$315K 0.02%
6,116
+940
16 17
18
19 20