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
451
$239K 0.02%
1,476
-328
452
$238K 0.02%
+1,343
453
$237K 0.02%
3,315
+158
454
$234K 0.02%
8,536
-604
455
$234K 0.02%
+2,856
456
$234K 0.02%
16,361
+3,574
457
$233K 0.02%
+1,061
458
$231K 0.02%
+1,690
459
$230K 0.02%
+287
460
$228K 0.02%
1,682
+96
461
$226K 0.02%
105
-1
462
$226K 0.02%
19,757
+804
463
$226K 0.02%
+3,231
464
$224K 0.02%
2,130
-85
465
$223K 0.02%
3,924
+358
466
$223K 0.02%
3,012
+190
467
$222K 0.02%
+1,100
468
$221K 0.02%
3,101
+130
469
$219K 0.02%
+2,233
470
$219K 0.02%
+3,672
471
$219K 0.02%
+1,169
472
$218K 0.02%
+1,516
473
$218K 0.02%
+3,609
474
$217K 0.02%
17,750
-2,000
475
$217K 0.02%
2,873
-325
17 18
19
20 21