HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.1B
1-Year Est. Return 30.51%
This Quarter Est. Return
1 Year Est. Return
+30.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.59M
3
+$3.04M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
RL icon
Ralph Lauren
RL
+$2.48M

Top Sells

1
+$4.71M
2
+$2.76M
3
+$2.3M
4
CEG icon
Constellation Energy
CEG
+$2.3M
5
ZTS icon
Zoetis
ZTS
+$2.25M

Sector Composition

1 Technology 31.61%
2 Financials 14.49%
3 Consumer Discretionary 10.61%
4 Healthcare 10.01%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$373K 0.02%
3,480
-35
427
$372K 0.02%
4,628
-2
428
$370K 0.02%
5,027
+197
429
$369K 0.02%
2,455
430
$363K 0.02%
7,094
+475
431
$362K 0.02%
5,976
+515
432
$362K 0.02%
2,231
-16
433
$360K 0.02%
4,734
+329
434
$359K 0.02%
776
+24
435
$358K 0.02%
8,728
+1,110
436
$357K 0.02%
2,231
+24
437
$356K 0.02%
15,347
+3,261
438
$356K 0.02%
2,603
-210
439
$356K 0.02%
24,300
+294
440
$351K 0.02%
1,032
-4
441
$350K 0.02%
2,346
-464
442
$348K 0.02%
5,363
+692
443
$348K 0.02%
2,211
-249
444
$347K 0.02%
4,572
+927
445
$344K 0.02%
5,966
-1,506
446
$343K 0.02%
753
+193
447
$342K 0.02%
3,632
-260
448
$341K 0.02%
9,488
+380
449
$337K 0.02%
28,130
-1,243
450
$336K 0.02%
871
+162
16 17
18
19 20