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
$1.72B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$3.72M
3 +$2.62M
4
HWM icon
Howmet Aerospace
HWM
+$2.5M
5
SMCI icon
Super Micro Computer
SMCI
+$2.15M

Top Sells

1 +$113M
2 +$19.5M
3 +$5.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.7M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 33.54%
2 Financials 12.48%
3 Healthcare 10.98%
4 Consumer Discretionary 9.98%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$281K 0.02%
+11,321
502
$280K 0.02%
3,754
+211
503
$280K 0.02%
14,348
+20
504
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-315
505
$278K 0.02%
1,959
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506
$278K 0.02%
7,345
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507
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2,639
+21
508
$276K 0.02%
2,605
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509
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8,198
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512
$274K 0.02%
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513
$274K 0.02%
+3,126
514
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515
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516
$270K 0.02%
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521
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522
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437
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523
$262K 0.02%
616
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525
$261K 0.02%
5,773
-173