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
576
$210K 0.01%
763
-103
577
$210K 0.01%
13,770
+735
578
$208K 0.01%
1,991
579
$207K 0.01%
+5,829
580
$207K 0.01%
2,786
+29
581
$207K 0.01%
+431
582
$205K 0.01%
+1,834
583
$205K 0.01%
1,050
+13
584
$204K 0.01%
12,405
+180
585
$204K 0.01%
+4,021
586
$204K 0.01%
2,311
-74
587
$203K 0.01%
1,630
+230
588
$203K 0.01%
1,618
+13
589
$201K 0.01%
+3,215
590
$201K 0.01%
+1,276
591
$200K 0.01%
4,485
-2,664
592
$200K 0.01%
10,392
-5,811
593
$187K 0.01%
12,789
+2
594
$186K 0.01%
17,790
+485
595
$185K 0.01%
10,075
-112
596
$176K 0.01%
34,855
+1,431
597
$175K 0.01%
11,710
-287
598
$173K 0.01%
16,787
+100
599
$167K 0.01%
19,000
-81
600
$158K 0.01%
10,845
-118,364
22 23
24
25 26