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
551
$240K 0.01%
1,073
+172
552
$239K 0.01%
2,210
+123
553
$239K 0.01%
1,068
-138
554
$238K 0.01%
4,570
+24
555
$238K 0.01%
1,225
+198
556
$236K 0.01%
4,894
-539
557
$233K 0.01%
3,264
-332
558
$233K 0.01%
4,330
-57
559
$233K 0.01%
2,040
+3
560
$233K 0.01%
1,955
+70
561
$232K 0.01%
14,370
-200
562
$232K 0.01%
3,764
-476
563
$231K 0.01%
16,121
+381
564
$231K 0.01%
1,288
+33
565
$230K 0.01%
31,094
-440
566
$230K 0.01%
+1,568
567
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568
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1,003
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569
$229K 0.01%
2,963
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570
$228K 0.01%
1,488
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571
$227K 0.01%
17,896
-324
572
$227K 0.01%
910
+6
573
$227K 0.01%
5,363
+1,167
574
$227K 0.01%
7,441
-192
575
$227K 0.01%
2,874
+67
21 22
23
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