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
501
$195K 0.02%
16,853
-200
502
$194K 0.02%
671
+36
503
$185K 0.02%
+37,067
504
$183K 0.02%
+12,851
505
$183K 0.02%
10,844
-531
506
$180K 0.02%
21,799
-10
507
$180K 0.02%
3,980
+177
508
$170K 0.02%
19,731
-375
509
$157K 0.02%
2,406
-194
510
$131K 0.01%
12,309
-4,208
511
$129K 0.01%
+10,285
512
$121K 0.01%
47,416
-1,956
513
$118K 0.01%
13,975
-60
514
$103K 0.01%
26,373
-894
515
$100K 0.01%
14,679
-600
516
$96K 0.01%
12,163
517
$82K 0.01%
3,200
518
$67K 0.01%
+10,000
519
$65K 0.01%
1,136
+67
520
$65K 0.01%
15,640
+2,390
521
$56K 0.01%
+610
522
$53K 0.01%
+11,427
523
$40K ﹤0.01%
26,750
524
$39K ﹤0.01%
52
525
$38K ﹤0.01%
75
19 20
21
22 23