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
$1.02B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$3.69M
3
+$3.24M
4
MRO
Marathon Oil Corporation
MRO
+$2.99M
5
AIG icon
American International
AIG
+$2.87M

Top Sells

1
+$2.59M
2
+$1.95M
3
+$1.9M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
UPS icon
United Parcel Service
UPS
+$1.73M

Sector Composition

1 Technology 25.88%
2 Financials 15.09%
3 Consumer Discretionary 13.22%
4 Healthcare 12.71%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$223K 0.02%
+4,555
477
$222K 0.02%
2,360
+20
478
$222K 0.02%
4,595
-355
479
$221K 0.02%
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-712
480
$221K 0.02%
4,191
-13
481
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1,604
-78
482
$219K 0.02%
3,748
+76
483
$218K 0.02%
+1,232
484
$218K 0.02%
+1,329
485
$217K 0.02%
1,529
+13
486
$217K 0.02%
3,024
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487
$216K 0.02%
3,465
-144
488
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548
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489
$214K 0.02%
1,442
-248
490
$213K 0.02%
+3,511
491
$213K 0.02%
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492
$212K 0.02%
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493
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494
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3,162
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495
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496
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1,264
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497
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498
$209K 0.02%
+1,808
499
$208K 0.02%
+2,719
500
$208K 0.02%
1,375
-67
18 19
20
21 22