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
451
$335K 0.02%
2,420
-431
452
$333K 0.02%
2,925
-20
453
$333K 0.02%
2,129
-1
454
$333K 0.02%
17,469
-2,277
455
$332K 0.02%
24,365
-9,646
456
$330K 0.02%
2,025
+5
457
$325K 0.02%
+1,838
458
$325K 0.02%
1,503
+16
459
$323K 0.02%
757
+24
460
$322K 0.02%
30,415
+801
461
$321K 0.02%
10,158
+108
462
$319K 0.02%
4,053
-2
463
$319K 0.02%
+1,696
464
$317K 0.02%
14,493
+3,819
465
$316K 0.02%
1,268
-1
466
$316K 0.02%
8,081
-160
467
$314K 0.02%
3,611
-108
468
$314K 0.02%
3,524
+201
469
$313K 0.02%
3,183
+288
470
$312K 0.02%
3,325
+676
471
$312K 0.02%
2,885
+46
472
$312K 0.02%
8,955
-2,807
473
$310K 0.02%
1,835
-175
474
$309K 0.02%
2,234
+197
475
$309K 0.02%
5,292
+282
17 18
19
20 21