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
551
$243K 0.01%
+9,760
552
$242K 0.01%
1,415
+23
553
$242K 0.01%
6,639
+1,846
554
$241K 0.01%
+6,332
555
$240K 0.01%
22,937
+514
556
$238K 0.01%
3,335
+73
557
$238K 0.01%
40,865
-441
558
$237K 0.01%
5,823
559
$237K 0.01%
5,045
-387
560
$237K 0.01%
1,135
-8
561
$237K 0.01%
10,414
-1,455
562
$236K 0.01%
2,460
-318
563
$233K 0.01%
18,588
+92
564
$232K 0.01%
2,100
+46
565
$231K 0.01%
2,288
-233
566
$231K 0.01%
172
+2
567
$228K 0.01%
+1,748
568
$228K 0.01%
+5,623
569
$228K 0.01%
4,096
+20
570
$227K 0.01%
+1,375
571
$227K 0.01%
+2,184
572
$227K 0.01%
+7,284
573
$226K 0.01%
+613
574
$225K 0.01%
+5,980
575
$222K 0.01%
+1,971
21 22
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