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
476
$304K 0.02%
5,163
-814
477
$303K 0.02%
3,799
-3,468
478
$302K 0.02%
1,570
+11
479
$302K 0.02%
2,987
+10
480
$302K 0.02%
2,812
+366
481
$301K 0.02%
1,880
+95
482
$301K 0.02%
5,988
-25
483
$300K 0.02%
2,123
+150
484
$299K 0.02%
4,196
-749
485
$299K 0.02%
2,447
+96
486
$298K 0.02%
4,121
-325
487
$297K 0.02%
4,418
+514
488
$297K 0.02%
21,122
+147
489
$296K 0.02%
11,479
-1,804
490
$294K 0.02%
2,387
+38
491
$294K 0.02%
6,182
+342
492
$294K 0.02%
1,653
+10
493
$293K 0.02%
2,366
+95
494
$293K 0.02%
15,660
+458
495
$291K 0.02%
11,398
+313
496
$290K 0.02%
1,930
+92
497
$286K 0.02%
1,401
+407
498
$283K 0.02%
1,316
-71
499
$282K 0.02%
13,456
+4,636
500
$282K 0.02%
3,126
+7
18 19
20
21 22