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
526
$242K 0.02%
8,391
-59
527
$241K 0.02%
2,836
-426
528
$241K 0.02%
2,017
-303
529
$240K 0.02%
1,506
+53
530
$240K 0.02%
1,516
+362
531
$239K 0.02%
3,522
-75
532
$238K 0.02%
1,748
-13
533
$237K 0.02%
11,869
+694
534
$237K 0.02%
3,090
+643
535
$237K 0.02%
1,689
-183
536
$237K 0.02%
9,236
+137
537
$237K 0.02%
+5,588
538
$237K 0.02%
6,123
+136
539
$236K 0.02%
2,853
+32
540
$235K 0.02%
5,284
+88
541
$235K 0.02%
2,842
+22
542
$235K 0.02%
3,944
-123
543
$234K 0.02%
22,095
+285
544
$233K 0.02%
2,065
+28
545
$233K 0.02%
11,887
+1,479
546
$231K 0.02%
28,023
-36,305
547
$231K 0.02%
1,386
+10
548
$231K 0.02%
2,483
-4
549
$231K 0.02%
+4,384
550
$230K 0.02%
3,299
+99
20 21
22
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