HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.1B
1-Year Est. Return 30.51%
This Quarter Est. Return
1 Year Est. Return
+30.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$4.59M
3
+$3.04M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
RL icon
Ralph Lauren
RL
+$2.48M

Top Sells

1
+$4.71M
2
+$2.76M
3
+$2.3M
4
CEG icon
Constellation Energy
CEG
+$2.3M
5
ZTS icon
Zoetis
ZTS
+$2.25M

Sector Composition

1 Technology 31.61%
2 Financials 14.49%
3 Consumer Discretionary 10.61%
4 Healthcare 10.01%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$257K 0.02%
1,332
+11
527
$256K 0.01%
4,330
+181
528
$256K 0.01%
28,510
-1,400
529
$254K 0.01%
8,204
-2,848
530
$254K 0.01%
21,475
-773
531
$253K 0.01%
2,263
+640
532
$252K 0.01%
2,617
+656
533
$252K 0.01%
12,456
-30
534
$252K 0.01%
3,198
-361
535
$251K 0.01%
16,326
+207
536
$251K 0.01%
5,965
-2,590
537
$250K 0.01%
2,730
-67
538
$249K 0.01%
4,184
+401
539
$249K 0.01%
20,404
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540
$249K 0.01%
6,925
541
$247K 0.01%
1,435
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542
$247K 0.01%
1,790
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543
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+1,692
544
$246K 0.01%
3,023
-150
545
$244K 0.01%
1,416
-114
546
$243K 0.01%
3,725
+67
547
$242K 0.01%
1,484
+47
548
$242K 0.01%
790
-5
549
$242K 0.01%
15,496
+620
550
$240K 0.01%
3,178
-254
20 21
22
23 24