HAG
HighPoint Advisor Group Portfolio holdings
AUM
$1.88B
This Quarter Return
+8.64%
1 Year Return
+26.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$485M
AUM Growth
+$485M
(+7.3%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
29.7%
Holding
511
New
21
Increased
215
Reduced
111
Closed
140
Top Buys
| 1 |
Clorox
CLX
|
$4.54M |
| 2 |
Mastercard
MA
|
$1.72M |
| 3 |
Microsoft
MSFT
|
$978K |
| 4 |
AbbVie
ABBV
|
$927K |
| 5 |
Boeing
BA
|
$926K |
Top Sells
| 1 |
American International
AIG
|
$950K |
| 2 |
Oracle
ORCL
|
$861K |
| 3 |
Honeywell
HON
|
$814K |
| 4 |
Intuit
INTU
|
$798K |
| 5 |
CELG
Celgene Corp
CELG
|
$779K |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Consumer Staples | 13.04% |
| 3 | Financials | 12.7% |
| 4 | Healthcare | 12.28% |
| 5 | Communication Services | 11.17% |