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
551
$229K 0.02%
4,368
+90
552
$228K 0.02%
2,419
+22
553
$228K 0.02%
1,631
-60
554
$228K 0.02%
986
+22
555
$227K 0.02%
2,356
-18
556
$226K 0.02%
21,774
+1,907
557
$226K 0.02%
1,005
-1
558
$226K 0.02%
6,976
+148
559
$225K 0.02%
1,914
+208
560
$224K 0.02%
1,154
+146
561
$224K 0.02%
7,167
-273
562
$223K 0.02%
2,029
-534
563
$223K 0.02%
7,565
-13
564
$222K 0.02%
64,288
+350
565
$222K 0.02%
1,961
-30
566
$221K 0.02%
2,744
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567
$220K 0.02%
5,309
-59
568
$219K 0.02%
+3,822
569
$219K 0.02%
1,342
-12
570
$219K 0.02%
452
-1,152
571
$218K 0.02%
954
-18
572
$218K 0.02%
1,188
+12
573
$216K 0.02%
5,284
574
$215K 0.02%
2,365
+158
575
$214K 0.02%
9,427
+829
21 22
23
24 25