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
$1.72B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.72M
3
+$2.62M
4
HWM icon
Howmet Aerospace
HWM
+$2.5M
5
SMCI icon
Super Micro Computer
SMCI
+$2.15M

Top Sells

1
+$113M
2
+$19.5M
3
+$5.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.7M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 33.54%
2 Financials 12.48%
3 Healthcare 10.98%
4 Consumer Discretionary 9.98%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$374K 0.02%
1,046
+42
427
$371K 0.02%
1,422
+128
428
$365K 0.02%
3,413
-1,160
429
$365K 0.02%
4,509
+41
430
$364K 0.02%
4,527
-918
431
$364K 0.02%
799
+17
432
$364K 0.02%
1,738
+114
433
$360K 0.02%
1,567
+15
434
$356K 0.02%
1,254
-184
435
$354K 0.02%
+28,260
436
$354K 0.02%
22,868
-3,750
437
$350K 0.02%
772
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438
$349K 0.02%
+11,101
439
$346K 0.02%
5,843
+215
440
$346K 0.02%
2,285
-3,843
441
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3,959
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442
$346K 0.02%
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443
$345K 0.02%
4,317
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444
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445
$341K 0.02%
9,544
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446
$340K 0.02%
29,362
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447
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+5,944
448
$338K 0.02%
756
-76
449
$336K 0.02%
3,151
+13
450
$335K 0.02%
948
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