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
501
$261K 0.02%
7,701
-880
502
$257K 0.02%
16,052
+229
503
$255K 0.02%
4,575
+261
504
$255K 0.02%
2,266
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505
$254K 0.02%
10,763
+9
506
$254K 0.02%
3,058
-33
507
$254K 0.02%
3,639
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508
$253K 0.02%
2,585
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509
$252K 0.02%
3,376
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510
$252K 0.02%
2,273
+156
511
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1,601
+25
512
$250K 0.02%
9,056
513
$249K 0.02%
3,221
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514
$248K 0.02%
3,893
-37
515
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5,823
516
$247K 0.02%
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517
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+5,623
518
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1,661
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519
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10,353
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520
$246K 0.02%
878
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521
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3,712
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522
$245K 0.02%
3,240
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523
$245K 0.02%
1,668
+87
524
$245K 0.02%
512
+45
525
$244K 0.02%
2,483
+23
19 20
21
22 23