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
$993M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.9M
3
+$4.44M
4
AMZN icon
Amazon
AMZN
+$3.97M
5
FSK icon
FS KKR Capital
FSK
+$3.19M

Top Sells

1
+$4.89M
2
+$3.37M
3
+$1.25M
4
NIO icon
NIO
NIO
+$1.11M
5
ENPH icon
Enphase Energy
ENPH
+$1.04M

Sector Composition

1 Technology 25.77%
2 Financials 14.14%
3 Healthcare 12.99%
4 Consumer Discretionary 12.37%
5 Communication Services 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$216K 0.02%
+386
477
$214K 0.02%
+4,292
478
$214K 0.02%
43
479
$214K 0.02%
+2,513
480
$213K 0.02%
3,681
+324
481
$213K 0.02%
+480
482
$213K 0.02%
4,720
-13,271
483
$212K 0.02%
+4,204
484
$212K 0.02%
+3,616
485
$211K 0.02%
1,445
-191
486
$210K 0.02%
+7,513
487
$209K 0.02%
819
+77
488
$209K 0.02%
+1,442
489
$208K 0.02%
+1,786
490
$208K 0.02%
6,057
+332
491
$207K 0.02%
28,670
-2,920
492
$207K 0.02%
5,320
-527
493
$207K 0.02%
+2,686
494
$206K 0.02%
+1,707
495
$205K 0.02%
+2,847
496
$203K 0.02%
20,935
-3,900
497
$201K 0.02%
+1,384
498
$201K 0.02%
+4,210
499
– –
0
500
$196K 0.02%
+11,465
18 19
20
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