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
$1.02B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$3.69M
3
+$3.24M
4
MRO
Marathon Oil Corporation
MRO
+$2.99M
5
AIG icon
American International
AIG
+$2.87M

Top Sells

1
+$2.59M
2
+$1.95M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
UPS icon
United Parcel Service
UPS
+$1.73M

Sector Composition

1 Technology 25.88%
2 Financials 15.09%
3 Consumer Discretionary 13.22%
4 Healthcare 12.71%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$241K 0.02%
15,596
-1,916
452
$241K 0.02%
18,681
-1,076
453
$240K 0.02%
879
+60
454
– –
0
455
$236K 0.02%
1,924
-256
456
$235K 0.02%
3,529
-281
457
$235K 0.02%
14,160
-1,145
458
$235K 0.02%
+1,776
459
$235K 0.02%
+4,270
460
$234K 0.02%
+1,129
461
$233K 0.02%
1,667
-91
462
$231K 0.02%
2,877
+4
463
$231K 0.02%
+5,431
464
$229K 0.02%
16,916
+555
465
$229K 0.02%
1,615
-480
466
$228K 0.02%
+452
467
$227K 0.02%
1,443
-83
468
$227K 0.02%
564
+9
469
$226K 0.02%
+2,209
470
$226K 0.02%
3,320
+5
471
$225K 0.02%
+484
472
$225K 0.02%
+1,576
473
$225K 0.02%
+8,421
474
$224K 0.02%
1,879
-561
475
$223K 0.02%
+10,885
17 18
19
20 21