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
526
$261K 0.02%
3,996
+601
527
$260K 0.02%
+2,649
528
$260K 0.02%
+1,056
529
$260K 0.02%
3,598
+33
530
$259K 0.02%
2,616
+197
531
$259K 0.02%
707
-128
532
$259K 0.02%
+7,130
533
$259K 0.02%
11,196
-1,908
534
$258K 0.02%
781
+8
535
$257K 0.02%
3,110
-23
536
$256K 0.01%
6,925
537
$255K 0.01%
+3,167
538
$255K 0.01%
4,435
-2,380
539
$255K 0.01%
4,314
-209
540
$254K 0.01%
3,612
+116
541
$254K 0.01%
+3,637
542
$254K 0.01%
+4,693
543
$254K 0.01%
4,999
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544
$252K 0.01%
6,242
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545
$252K 0.01%
2,914
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546
$250K 0.01%
+13,850
547
$248K 0.01%
+4,444
548
$245K 0.01%
1,833
-251
549
$244K 0.01%
+1,542
550
$244K 0.01%
+404
20 21
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