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
$1.42B
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.24M
3
+$1.2M
4
SMCI icon
Super Micro Computer
SMCI
+$919K
5
GEV icon
GE Vernova
GEV
+$695K

Top Sells

1
+$18.5M
2
+$1.72M
3
+$1.45M
4
TSLA icon
Tesla
TSLA
+$739K
5
PXD
Pioneer Natural Resource Co.
PXD
+$633K

Sector Composition

1 Technology 31.92%
2 Financials 13.05%
3 Healthcare 11.27%
4 Consumer Discretionary 10%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$289K 0.02%
4,466
-391
477
$289K 0.02%
9,353
+446
478
$289K 0.02%
9,907
+69
479
$288K 0.02%
176
+22
480
$280K 0.02%
1,543
-118
481
$276K 0.02%
1,955
-780
482
$276K 0.02%
1,750
-50
483
$275K 0.02%
2,091
-255
484
$275K 0.02%
9,814
-333
485
$275K 0.02%
2,390
-579
486
$274K 0.02%
3,108
+93
487
$271K 0.02%
44,592
-867
488
$271K 0.02%
5,785
+47
489
$271K 0.02%
3,765
+352
490
$270K 0.02%
18,100
-580
491
$268K 0.02%
2,661
-11
492
$268K 0.02%
15,571
-696
493
$266K 0.02%
1,661
+39
494
$266K 0.02%
+1,973
495
$266K 0.02%
1,263
+24
496
$266K 0.02%
3,192
+36
497
$265K 0.02%
3,555
+4
498
$265K 0.02%
2,476
-2
499
$264K 0.02%
16,989
500
$262K 0.02%
4,172
-388
18 19
20
21 22