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
$914M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1 +$85.7M
2 +$45.1M
3 +$26.5M
4
AMZN icon
Amazon
AMZN
+$26.3M
5
ABBV icon
AbbVie
ABBV
+$25.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.76%
2 Healthcare 14.84%
3 Financials 14.22%
4 Consumer Discretionary 11.01%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$51K 0.01%
+20,035
502
$45K ﹤0.01%
+1,136
503
$41K ﹤0.01%
+60
504
$38K ﹤0.01%
+1,937
505
$33K ﹤0.01%
+12,790
506
$32K ﹤0.01%
+15,149
507
$24K ﹤0.01%
+4,350
508
$22K ﹤0.01%
+3,200
509
$22K ﹤0.01%
+10,242
510
$21K ﹤0.01%
+37,067
511
$9K ﹤0.01%
+19,352
512
$7K ﹤0.01%
+52
513
0
514
$0 ﹤0.01%
+12,000