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
451
$314K 0.02%
2,945
+210
452
$312K 0.02%
22,338
-1
453
$312K 0.02%
21,030
-148
454
$311K 0.02%
3,507
-45
455
$309K 0.02%
10,075
-1,100
456
$309K 0.02%
829
+8
457
$308K 0.02%
972
-148
458
$308K 0.02%
5,655
-1,035
459
$308K 0.02%
4,187
+59
460
$307K 0.02%
1,210
+24
461
$306K 0.02%
2,853
+37
462
$305K 0.02%
819
+11
463
$304K 0.02%
208
464
$303K 0.02%
4,349
+48
465
$301K 0.02%
70,390
466
$300K 0.02%
2,562
+537
467
$299K 0.02%
3,366
-1,597
468
$298K 0.02%
1,418
+20
469
$294K 0.02%
3,876
+76
470
$294K 0.02%
+5,419
471
$294K 0.02%
752
+133
472
$292K 0.02%
3,088
+112
473
$291K 0.02%
4,756
-153
474
$291K 0.02%
29,765
+62
475
$289K 0.02%
5,630
+43
17 18
19
20 21