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
451
$336K 0.02%
1,399
-9
452
$335K 0.02%
2,966
+27
453
$335K 0.02%
811
+7
454
$333K 0.02%
10,016
-208
455
$333K 0.02%
2,168
+35
456
$332K 0.02%
672
+21
457
$329K 0.02%
1,768
+197
458
$328K 0.02%
6,947
+19
459
$326K 0.02%
2,747
-442
460
$325K 0.02%
2,251
+108
461
$324K 0.02%
+13,332
462
$324K 0.02%
1,883
-54
463
$323K 0.02%
9,177
+1,487
464
$323K 0.02%
2,746
+26
465
$319K 0.02%
1,811
+37
466
$318K 0.02%
+1,082
467
$312K 0.02%
1,291
+18
468
$310K 0.02%
3,942
+548
469
$308K 0.02%
3,300
-98
470
$308K 0.02%
2,732
+914
471
$308K 0.02%
1,986
+468
472
$305K 0.02%
5,023
-959
473
$305K 0.02%
2,623
+67
474
$305K 0.02%
6,484
-1,377
475
$305K 0.02%
4,155
+434
17 18
19
20 21